Subscribe at $49/First Year, $99/Year Thereafter
Don't want to use PayPal to subscribe? Click here.
Money Back Guarantee
If you are unsatisfied with Fidelity Select Fundranker, cancel your subscription within 60 days for a full refund of the money you paid for it.
August 2016 Daily Chart
As of August 31, the Top Eight Model Portfolio’s monthly performance trailed 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 Fidelity 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.
We don’t encourage anyone to run up debt on a credit card, but if you have the self-possession to stay on top of your balance, using this card to pay for most of your regular expenditures is a great way to pay yourself back. For every $1,000 you spend, you earn $20 of reward points. In addition to store and online purchases, consider paying your monthly and less frequent bills (such as utilities, insurance premiums, or charitable contributions) with this card. Set these bills to be paid automatically using this credit card, and save yourself some time and postage not paying them one by one.
TOP EIGHT MODEL PORTFOLIO AUGUST 2016
|1. Gold (FSAGX)|
|2. Electronics (FSELX)|
|3. Medical Equipment & Systems (FSMEX)|
|4. Telecommunications (FSTCX)|
|5. Software & IT Services (FSCSX)|
|6. Technology (FSPTX)|
|7. Construction & Housing (FSHOX)|
|8. Computers (FDCPX)|
EXCHANGES FOR AUGUST 4, 2016
|Sell Utilities (FSUTX),|
|buy Electronics (FSELX)|
|Sell Consumer Staples (FDFAX),|
|buy Software & IT Services (FSCSX)|
|Sell Natural Gas (FSNGX),|
|buy Technology (FSPTX)|
|Sell Energy (FSENX),|
|buy Construction & Housing (FSHOX)|
|Sell Natural Resources (FNARX),|
|buy Computers (FDCPX)|
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 12, 2016. From the hypothetical portfolio’s January 2, 1997, start date through July 12, 2016, it gained a fantastical 1,402.291% 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 500 Index Fund - Investor Class, gained only 311.394%:
As of August 31, 2016, in a 7-year, 6-month old 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 August 31, 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