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“I find your publication to be of great interest and benefit to me in my investing work, and I appreciate your research and thoughtful commentaries. You have a very effective method of analyzing the performance (based on data and analysis...not hope) of the Fidelity funds, and frankly it would be quite a lot of work for an individual to replicate this each month for themselves.” George Hecht
November 2013 Daily Chart
Through November 29, Fundranker’s Top Eight Model Portfolio outperformed both the tech-heavy Nasdaq Composite Index (as measured by Fidelity’s Nasdaq Composite Index Fund) and the broad S&P 500 Index (as measured by Fidelity’s Spartan 500 Index Fund - Investor Class):
On March 8, 2013, Fidelity Select Fundranker’s Top Eight Model Portfolio set a new all time high, eclipsing the previous high it set on June 23, 2008. As of March 8, 2013, Fidelity Select Fundranker’s Top Eight Model Portfolio was valued at $218,123.44, up 44.915% from January, 2006, when Fidelity Select Fundranker was first published, and up a whopping 808.848% from its $24,000 valuation when we started the theoretical portfolio on January 2, 1997.
Coincidentally, March 8 also marked the end of the fourth year of the current bull market, which began after the March 9, 2009, market lows set at the end of the bear market precipitated by the Great Recession. The S&P 500 and Nasdaq Composite Indexes both set new bull market highs, almost as if they wanted to commemorate the occasion.
TOP EIGHT MODEL PORTFOLIO NOVEMBER 2013
|1. Air Transportation (FSAIX)|
|2. Automotive (FSAVX)|
|3. Retailing (FSRPX)|
|4. Defense & Aerospace (FSDAX)|
|5. IT Services (FBSOX)|
|6. Biotechnology (FBIOX)|
|7. Software & Computer Services (FSCSX)|
|8. Health Care (FSPHX)|
EXCHANGES FOR NOVEMBER 4, 2013
FREQUENTLY ASKED QUESTIONS
About Fidelity Select Fundranker
Fidelity Select Fundranker employs a straightforward investment strategy—invest in Fidelity Investments Select mutual funds that are doing the best right now, and move regularly into better performing funds.
Fundranker utilizes a technical investment system, which means no guesswork, no predictions, no judgments. Each month, Fundranker rates and ranks Fidelity Investments’ 41 Select mutual funds (39 as of June 19, 2009) according to various aspects of their recent performance and selects the top eight funds in which to invest. To follow the Fundranker system, typically you’ll make two or three exchanges at the beginning of each month to stay in the top eight funds.
Fidelity Select Fundranker’s Top Eight Model Portfolio hit several more all-time highs in November, most recently on November 29. From the theoretical portfolio’s January 2, 1997, start date through November 29, 2013, it was up an incredible 1,052.042%. During that same period, on a total return basis, the S&P 500 Index gained only 227.222%:
Beginning November, 2007, through February, 2009, during the bear market precipitated by the United States’ worst economic crisis since the Great Depression, the Top Eight Model Portfolio fell 51.047%, the S&P 500 fell 50.992%, and the Nasdaq Composite fell 51.251%. Fundranker outperformed the indexes through June, 2008, but ultimately succumbed to the Great Recession, and fell similarly to the indexes:
Beginning March, 2009, through November, 2013, in a 57-month bull market that started at the depths of the Great Recession, the Top Eight Model Portfolio gained 168.509%, the S&P 500 gained 170.908%, and the Nasdaq Composite gained 207.854%:
For a long-term comparison, over the 10-year period that ended November 29, 2013, the Top Eight Model Portfolio gained 168.851%, while the Nasdaq Composite Index gained 121.950% and the S&P 500 index gained 101.832%:
Want more information? Find out how the Fidelity Select Fundranker system was developed, peruse frequently asked questions, review our charts and results, and see Fidelity Select Fundranker’s recent Hulbert Financial Digest would be rankings.