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April 2016 Daily Chart
As of April 29, the Top Eight Model Portfolio’s monthly performance greatly 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):
Fidelity Investments offers the Fidelity Rewards Visa Signature Card, which has several great features: 2% cash-back bonus on every purchase, no limit on reward points, no restrictive categories, zero fraud liability, and no annual fee, among others. Link your card to several kinds of Fidelity accounts for automatic deposit of your rewards. Other cards that offer 5% cash-back bonus on rotating categories are great if you can keep up with them, but this card is a must have for everything else you buy.
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TOP EIGHT MODEL PORTFOLIO APRIL 2016
|1. Gold (FSAGX)|
|2. Telecommunications (FSTCX)|
|3. Utilities (FSUTX)|
|4. Consumer Staples (FDFAX)|
|5. Industrial Equipment (FSCGX)|
|6. Software & IT Services (FSCSX)|
|7. Environment & Alternative Energy (FSLEX)|
|8. Technology (FSPTX)|
EXCHANGES FOR APRIL 4, 2016
|Sell Retailing (FSRPX),|
|buy Software & IT Services (FSCSX)|
|Sell Industrials (FCYIX),|
|buy Environment & Alternative Energy (FSLEX)|
|Sell Leisure (FDLSX),|
|buy Technology (FSPTX)|
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, an investor typically would 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 set a new all-time high most recently on July 20, 2015. From the hypothetical portfolio’s January 2, 1997, start date through July 20, 2015, it gained a fantastical 1,397.391% on a total return basis, that is, including dividends. During that same period, on a total return basis, the S&P 500 Index, as measured by Fidelity Spartan 500 Index Fund - Investor Class, gained only 298.317%:
As of April 29, 2016, in a 7-year, 2-month long bull market that started at the depths of the Great Recession, the Top Eight Model Portfolio trailed the Nasdaq Composite Index but led the S&P 500 Index:
For a long-term, 10-year comparison, as of April 29, 2016, the Top Eight Model Portfolio trailed the Nasdaq Composite Index but outperformed the S&P 500 index:
“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