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January 2016 Daily Chart
As of January 29, 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 Spartan 500 Index Fund - Investor Class):
Fidelity Investments will change the names of two Select funds as of January 1, 2016. Select Software & Computer Services (FSCSX) will become Select Software & IT Services. Select Medical Delivery (FSHCX) will become Select Health Care Services. The ticker symbols for the funds will not change. Fidelity Select Fundranker will note these changes in its January 2016 issue.
In particular, because the funds do not officially change names until January 1, 2016, our December 31 ratings and performance pages included in the January 2016 issue will not reflect the new names. However, if either of the funds are listed in the January 2016 Top Eight Model Portfolio or in exchanges for January 2016, the new names will be reflected. Beginning with our February 2016 issue, the new names will be used throughout the issue.
Historical information prior to 2016 in our online newsletter archive and on our online ratings, results, and portfolio pages still will reflect the old names for these Select funds. Going forward, of course, new newsletter issues added to our online newsletter archive and new ratings, results, and portfolio pages uploaded to our website will reflect the new names.
TOP EIGHT MODEL PORTFOLIO JANUARY 2016
|1. Retailing (FSRPX)|
|2. Software & Computer Services (FSCSX)|
|3. Technology (FSPTX)|
|4. Consumer Staples (FDFAX)|
|5. Medical Equipment & Systems (FSMEX)|
|6. IT Services (FBSOX)|
|7. Defense & Aerospace (FSDAX)|
|8. Biotechnology (FBIOX)|
EXCHANGES FOR JANUARY 4, 2016
|Sell Construction & Housing (FSHOX),|
|buy Technology (FSPTX)|
|Sell Banking (FSRBX),|
|buy Consumer Staples (FDFAX)|
|Sell Consumer Discretionary (FSCPX),|
|buy Medical Equipment & Systems (FSMEX)|
|Sell Electronics (FSELX),|
|buy Defense & Aerospace (FSDAX)|
|Sell Insurance (FSPCX),|
|buy Biotechnology (FBIOX)|
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 January 29, 2016, in a 6-year, 11-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 January 29, 2016, the Top Eight Model Portfolio trailed both the Nasdaq Composite Index and 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