DAL Investment Company
DAL Investment Company has been actively managing mutual fund portfolios for high net worth individuals and businesses since 1969 and currently manages well over $1 billion. DAL has published its proprietary mutual fund rankings in the popular and highly rated investment newsletter, NoLoad FundX, since 1976 and served as investment manager of a series of mutual funds since inception in 2001. DAL bases buy and sell decisions on proprietary rankings that measure current mutual fund and ETF performance, capitalizing on the observation that market leadership changes over time. More details of this process, called Upgrading, can be found on any of our websites. We also welcome calls at our San Francisco office, 800-323-1510, or emails to DAL@dalinvestment.com.
The information on this blog is designed to share some of our current observations based on our rankings and models. None of these comments relate to any specific portfolio managed by DAL. Specific newsletter portfolios are published in Noload FundX and available by subscription only, mutual fund portfolios are updated monthly at www.upgraderfunds.com (generally 7 days after each month-end), and private client portfolios are not publically disclosed. Our goal is to show you how we apply some of our current observations to meet a variety of popular investment objectives. None of the comments are recommendations. Any actions described are meant to help interested investors better understand how we select among highly ranked funds and ETFs to buy, which lower ranking candidates to sell, how we determine appropriate position sizes and, where appropriate, what actions we are taking to add or reduce exposure to stock and/or commodity funds, bond funds and cash – and why. We hope that by sharing real-time examples, updated monthly, readers will better understand how we are managing portfolios they may be holding – or at least glean insights that help them better navigate the markets in their own portfolios.
