Huemo

Our research provides charts and studies covering domestic and international stocks as well as market indexes. You are able to request research-on-demand services to access customized indicators, quantitative models, market and sector studies, and much more. Our most often requested service is buy/sell validation using ISIR's proprietary Huemo diagnostic system. We have data readily available for analyzing over 10,000 domestic and international securities with trend analysis back tested as early as 1980's.

Showcase No. 1: How is Huemo empowered investment decision compared to S&P 500 and the largest mutual funds' performance?

The Fidelity's Magellan Fund (FMAGX) is the largest mutual fund for most of the last 25 years. Although Magellan closed to new investors in 1997, its assets continued to grow, topping out at over $100 billion in August 2000. In November 2000, the Vanguard S&P 500 Index Fund (VFINX) overtook the top spot and became the largest mutual fund ever with over $100 billion in assets. Since 2000, both funds' assets have shrunk, thanks to losses and investors yanking out cash. One fund that has then benefited is American Funds' Growth Fund of America (AGTHX). With its more aggressive growth style, it in 2005 replaced the Vanguard 500 as the largest fund with over $100 billon assets.

Figure 1 - For 5 years ending 12/31/2005, Huemo empowered fund invested in S&P 500 generated 63.25% total return as compared to S&P 500's 2.57%. Fidelity's Magellan is the worst with a loss of 3.70% in 5 years.

Figure 2 - For last 5 years (2001-2005), the worst annual return when empowering Huemo was a gain of 4.83% in 2005 as compared to S&P 500's loss of 21.59% in 2002. Again, Fidelity's Magellan was the worst with a loss of 23.66% in 2002.

Figure 3 - For 11 years since January 1, 1995, the total return generated by Huemo empowered fund invested in S&P 500 was 485.93% as compared to S&P 500's total return of 221.62%. The three largest mutual funds also generated good returns similar to S&P 500 but not as good as Huemo.

Figure 4 - Huemo has consistently generated more impressive and transparent (auditable) returns with less risks than the most popular funds since 1994. The figure above shows how $10,000 invested in S&P 500 has grown since Jan 1 of 1994 for Huemo empowered fund as compared to others.

Showcase No. 2: SP 500 Index Share (SPY) - With Huemo Index, SPY was sold on September 21, 2000 at $131.16. Huemo remained negative until  June 11, 2003. It then bought SPY at $95.16 and held since then. As of September 1, 2006, SPY was closed at $131.42. 

Showcase No. 3: Nucor Corporation (NUE) - The biggest steel maker in the United States. On September 10, 2004, research analysts from three top firms updated their ratings on NUE - Smith Barney Citigroup (Sell); Merrill Lynch (Buy); and JP Morgan (Neutral). Amazingly, three experts based on fundamental and technical analysis tools give three totally different outlooks for the same company on the same day! Let us review how Huemo Index was applied as a validation tool. NUE had a Huemo value 3.44 on September 10, 2004, which indicated a very bullish trend was in place. Since then, Nucor stock price soared well over 100% in the following two years. In fact, Huemo first identified Nucor as a buy (positive Huemo) on August 18, 2003 when Nucor was traded at $12.84 (split adjusted). As of September 11, 2006, 2 years after the shocking conflicting ratings by top Wall Street firms, NUE was closed at $46.37.

For any widely followed stock, Huemo is perhaps the easiest yet most powerful tool in predicting primary trend that typically lasts more than one year. Please contact info@isir.org for further information.