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March 2016 Daily Chart
As of February 29, the Top Eight Model Portfolio’s monthly performance narrowly 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 Spartan 500 Index Fund - Investor Class):
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TOP EIGHT MODEL PORTFOLIO MARCH 2016
|1. Gold (FSAGX)|
|2. Telecommunications (FSTCX)|
|3. Consumer Staples (FDFAX)|
|4. Utilities (FSUTX)|
|5. Industrial Equipment (FSCGX)|
|6. Retailing (FSRPX)|
|7. Industrials (FCYIX)|
|8. Leisure (FDLSX)|
EXCHANGES FOR MARCH 4, 2016
|Sell Software & IT Services (FSCSX),|
|buy Gold (FSAGX)|
|Sell IT Services (FBSOX),|
|buy Industrials (FCYIX)|
|Sell Insurance (FSPCX),|
|buy Leisure (FDLSX)|
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 March 31, 2016, in a 7-year, 1-month long bull market that started at the depths of the Great Recession, the Top Eight Model Portfolio trailed both the S&P 500 Index and the Nasdaq Composite Index:
For a long-term, 10-year comparison, as of March 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