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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
February 2014 Daily Chart
Through February 28, Fundranker’s Top Eight Model Portfolio narrowly trailed the tech-heavy Nasdaq Composite Index (as measured by Fidelity’s Nasdaq Composite Index Fund) but outperformed the broad S&P 500 Index (as measured by Fidelity’s Spartan 500 Index Fund - Investor Class):
Fidelity Select Fundranker’s Top Eight Model Portfolio had a banner year in 2013, setting 85 new bull market highs. Early on in those new bull market highs, on March 8, 2013, the Top Eight Model Portfolio hit a new all-time high, its first since June 23, 2008, and it went on to set a total of 64 new all-time highs in 2013.
In 2013, stocks put in their best year since way back in the dot-com bull market. On a total return basis, as measured by Fidelity’s Spartan 500 Index Fund - Investor Class, the S&P 500 Index gained 32.251% in 2013, the best it has done since it gained 33.628% on a total return basis in 1997.
The Nasdaq Composite Index had an even better year. On a total return basis, as measured by Fidelity’s Nasdaq Composite Index Fund, it gained 39.746% in 2013. It closed out 2013 at a bull market high, but not at an all-time high, which it set way back in 2000, shortly before the top blew off the dot-com bull market.
Topping both indexes, the Fundranker’s Top Eight Model Portfolio gained 43.354% in 2013, its best yearly gain since a 76.892% burst in 1999 during the dot-com bull market.
TOP EIGHT MODEL PORTFOLIO FEBRUARY 2014
|1. Biotechnology (FBIOX)|
|2. Health Care (FSPHX)|
|3. Software & Computer Services (FSCSX)|
|4. Air Transportation (FSAIX)|
|5. Transportation (FSRFX)|
|6. Pharmaceuticals (FPHAX)|
|7. Medical Equipment & Systems (FSMEX)|
|8. Defense & Aerospace (FSDAX)|
EXCHANGES FOR FEBRUARY 3, 2014
|Sell IT Services (FBSOX),|
|buy Pharmaceuticals (FPHAX)|
|Sell Brokerage & Investment Mgmt (FSLBX),|
|buy Medical Equipment & Systems (FSMEX)|
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 four new all-time highs in February, most recently on February 27. From the theoretical portfolio’s January 2, 1997, start date through February 27, 2014, it was up an incredible 1,159.840%. During that same period, on a total return basis, the S&P 500 Index gained only 237.716%:
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 February, 2014, in a 5-year bull market that started at the depths of the Great Recession, the Top Eight Model Portfolio gained 191.569%, the S&P 500 gained 180.391%, and the Nasdaq Composite gained 227.280%:
For a long-term comparison, over the 10-year period that ended February 28, 2013, the Top Eight Model Portfolio gained 175.724%, while the Nasdaq Composite Index gained 128.560% and the S&P 500 index gained 98.187%:
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.