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Shareholder Letter Summer 2017

Dear Fellow Shareholders,

Change is a constant in investing as in life, and how we respond to these changes really matters. When I was on Fox Business News in April, I explained that change ultimately brings new opportunities, and this issue of The Upgrader is focused on change.

Global stock markets changed

Global stock markets changed in the first half of 2017. U.S. markets had been in favor for most of the last eight years, but more recently foreign stock markets pulled ahead and this has created new investment opportunities in foreign funds.

Most investors understand the need to diversify and invest globally, but sometimes they aren’t sure how to put foreign funds to work in their portfolios.

Click here to learn three approaches to global investing, and you’ll see just how much global markets can change from one year to the next.

Debunking sustainable investing myths

Sustainable investing has changed tremendously over the years, and it can be challenging for investors to keep up. Some investors still believe that sustainable investing hurts performance, but this myth has been repeatedly debunked.

Click here to get the facts.

How to get a clearer picture of risk

Conventional wisdom suggests that you’ll have a better chance of reaching your investment goals if your investments are consistent with your particular risk tolerance. New risk assessment tools are available to give you a clearer picture of your fortitude for risk and help you determine if your current portfolio is appropriately aligned with both your risk level and your goals.

Click here to learn more. 

Despite continual change, one thing that remains the same is our unwavering commitment to helping you use the Upgrader Funds to build wealth, navigate changing markets, and reach your lifelong investment goals. Give us a call if you have questions. 

Janet Brown

President, FundX Investment Group

Past performance does not guarantee future results.

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