The KleinPost

Feature Article Inside K4 Model of the Quarter Tips from the Klein Bottle Ask Felix The ReKleiner

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68 T.W. Alexander Drive

P.O. Box 13628

Research Triangle Park, NC 27709

919.233.6767

 

 

ask Felix

A-Share Filter

What do you do if you want to limit your fund search to A-Shares only? You ask Felix, of course! He can give you a simple way to do it with just one filter.  MORE

Finding Your Factors

You already know the funds you like, but do you know why you like them? if you can figure that out, then you ca quickly build scenarios to find similar funds. The process is fairly simple and as an extra bonus, you'll also learn about your own investing preferences.  MORE

Painless Profiles

Looking for a quick way to find details for specific equity funds? Felix shows you how with one simple scenario. You can use the same approach for bond and blended funds, too.  MORE 

The Disappearing Fund

Felix helps a user find a fund that seems to have disappeared from a K⁴ Fund Selection scenario. He also explains what its absence may indicate.  MORE 

Expert Export

Felix explains how to set up a scenario to export data on a large number of funds. Getting fund data from K⁴ Fund Selection into Excel has never been easier.  MORE 

A Case of Acute Elimination

With over 165 factors to choose from in K⁴ Fund Selection, it is important to understand their differences.  Most are fairly straightforward, but some can be misleading.  MORE