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Shareholder Letter Autumn 2015

The Power of Coaching

Dear Fellow Shareholders,

I’ve been a swimmer for most of my life, certainly over 50 years now. But I started swimming with a coached master’s group recently, and it’s really improved my swimming. 

Having a coach keeps me disciplined and holds me accountable. I find that I’m far more likely to show up and get in a great workout. On my own, I can swim laps, vary strokes or even do some drills. But with a coach, I’m getting professional advice and learning smarter ways to move through the water. 

My team and I try to offer those same benefits to our clients and for the shareholders in the Upgrader Funds. We work to help you stay on track and develop better investing habits. We share our insights and tips in each quarterly issue of The Upgrader. (In this issue, you’ll find answers to common questions about mutual funds and new ways to access professional money management.)

Position for Strength & Adapt to Change
In investing, as in swimming, positioning is all important. My swim coach reminds me to position myself for strength and to minimize drag to move through the water efficiently. I’ve learned where to get the most pull for my efforts and how to rotate my body to reduce resistance.

Here at FundX, we seek to position the Upgrader Fund portfolios for strength by investing in funds that had strong recent returns, and we change the Fund portfolios as markets change.  

You probably already know how to invest. But we can all benefit from having someone or some thing that keeps us accountable. Regular coaching can help us know what to do, and helps us focus our attention on our long-term goals. 

If you’d like to have more individual coaching, give us a call. Our team of experienced portfolio managers are here to help.

Janet Brown
President, FundX Investment Group 

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