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July 2014 Daily Chart
Through July 31, Fundranker’s Top Eight Model Portfolio 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 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 JULY 2014
|1. Electronics (FSELX)|
|2. Natural Gas (FSNGX)|
|3. Gold (FSAGX)|
|4. Energy Service (FSESX)|
|5. Health Care (FSPHX)|
|6. Natural Resources (FNARX)|
|7. Pharmaceuticals (FPHAX)|
|8. Energy (FSENX)|
EXCHANGES FOR JULY 7, 2014
|Sell Transportation (FSRFX),|
|buy Gold (FSAGX)|
|Sell Air Transportation (FSAIX),|
|buy Natural Resources (FNARX)|
|Sell Utilities (FSUTX),|
|buy Pharmaceuticals (FPHAX)|
|Sell Communications Equipment (FSDCX),|
|buy Energy (FSENX)|
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 registered a new all-time high on March 4. From the theoretical portfolio’s January 2, 1997, start date through March 4, 2014, it was up an incredible 1,169.248%. During that same period, on a total return basis, the S&P 500 Index gained only 241.303%:
Beginning March, 2009, through July, 2014, in a 65-month bull market that started at the depths of the Great Recession, the Top Eight Model Portfolio gained 182.693%, the S&P 500 gained 193.325, and the Nasdaq Composite gained 233.261%:
For a long-term comparison, over the 10-year period that ended July 31, 2014, the Top Eight Model Portfolio gained 193.008%, while the Nasdaq Composite Index gained 149.728% and the S&P 500 index gained 114.171%:
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.
“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