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Subscriber Comment
“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
January 2012 Daily Chart
Through January 20, Fundranker’s Top Eight Model Portfolio trailed both the broad S&P 500 Index (as measured by Fidelity’s Spartan 500 Index Fund - Investor Class) and the tech-heavy Nasdaq Composite Index (as measured by Fidelity’s Nasdaq Composite Index Fund):
Outlook for 2012
The New York Times published an excellent article on December 31 that gathers viewpoints from six leading economists on the economic outlook for 2012. Check it out here.
N. Gregory Mankiw wants the Federal Open Market Committee to offer even more clarity about its contingency plans.
Christina D. Romer calls for action to combat our unsustainable long-run budget deficit and persistent high unemployment.
Tyler Cowen forecasts that Europe won’t get out of its mess anytime soon and not without more pain.
Robert H. Frank discusses his “toil index” and growing income inequality.
Robert J. Schiller calls for a tax credit to fix our housing crisis.
Richard H. Thaler wants to nudge employers to make getting healthy easier and, in turn, to combat our health care spending crisis.
Posted 1/24/12 9:55am ET in Economy | Permalink | Comments (0)
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TOP EIGHT MODEL PORTFOLIO DECEMBER 2011
| 1. Biotechnology (FBIOX) |
| 2. Utilities (FSUTX) |
| 3. Construction & Housing (FSHOX) |
| 4. Medical Delivery (FSHCX) |
| 5. Defense & Aerospace (FSDAX) |
| 6. Pharmaceuticals (FPHAX) |
| 7. Consumer Staples (FDFAX) |
| 8. IT Services (FBSOX) |
| All months |
EXCHANGES FOR DECEMBER 7, 2011
| Sell Retailing (FSRPX), |
| buy Defense & Aerospace (FSDAX) |
| Sell Leisure (FDLSX), |
| buy Pharmaceuticals (FPHAX) |
| Sell Software & Computer Services (FSCSX), |
| buy Consumer Staples (FDFAX) |
| All months |
FREQUENTLY ASKED QUESTIONS
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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.
From January, 2006, when Fidelity Select Fundranker newsletter was first published, through June, 2008, when Fidelity Select Fundranker’s Top Eight Model Portfolio reached its all time high, Fundranker gained 42.0%, while the S&P 500 gained 7.4%, and the Nasdaq Composite gained 5.5%:
From November, 2007, through February, 2009, during the bear market precipated by the United States’ worst economic crisis since the Great Depression, the Top Eight Model Portfolio fell 51.0%, the S&P 500 fell 51.0%, and the Nasdaq Composite fell 51.3%. Fundranker outperformed the indexes through June, 2008, but ultimately succumbed to the Great Recession, and fell similarly to the indexes:
From March, 2009, through December, 2011, in a 34-month bull market brought on by recovery from the Great Recession, the Top Eight Model Portfolio gained 64.788%, while the S&P 500 gained 81.167%, and the Nasdaq Composite gained 93.242%:
For a long-term comparison, over the 10-year period that ended December 30, 2011, the Top Eight Model Portfolio gained 101.386%, while the S&P 500 gained only 30.848%:
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 most recent Hulbert Financial Digest would be rankings.
