Fidelity Select Fundranker

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June 2015 Daily Chart

As of June 30, Fundranker’s Top Eight Model Portfolio outpaced 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):

June 2015 Chart

Nasdaq Hits All-Time High

The Nasdaq Composite Index set two new all-time highs on April 23 and 24, 5056.06 and 5,092.08, more than 15 years after its previous all-time high of 5,048.62, set on March 10, 2000, during the dot-com boom, but it backed off those highs by the end of April.

During that 15-year period, the Nasdaq Composite Index suffered two very serious bear markets and enjoyed two significant bull markets.

It hit a closing low of 1,114.11, down 78% from 19 months earlier on October 9, 2002, during the dot-com bust.

The Nasdaq Composite Index clawed its way back to an intervening bull market high of 2,859.12 on October 31, 2007, up 157% from five years earlier, during a real estate and financial system deregulation boom.

But when sub-prime mortgages blew up, starting a financial crisis and the Great Recession, it fell again to a March 9, 2009, low of 1,268.64, down 56% from 16 months earlier.

During the six-year plus recovery from the Great Recession, the Nasdaq Composite Index rose to its new all-time high of 5,092.08 on April 24, up 301% from its 2009 low.

While the S&P 500 index has made real (inflation-adjusted) all-time highs in 2015, the Nasdaq Composite Index is a long way from setting an inflation-adjusted record. Using March 2000 and March 2015 Consumer Price Index data, the Nasdaq Composite Index would have to reach 6,701.65 just to match its 5,048.62 March 2000 all-time high on a real (inflation-adjusted) basis.

Posted 5/4/15 9:02am ET in Market | Permalink | Comments (0)

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TOP EIGHT MODEL PORTFOLIO JUNE 2015

1. Biotechnology (FBIOX)
2. Health Care (FSPHX)
3. Medical Delivery (FSHCX)
4. Pharmaceuticals (FPHAX)
5. Electronics (FSELX)
6. Medical Equipment & Systems (FSMEX)
7. IT Services (FBSOX)
8. Technology (FSPTX)
 

EXCHANGE FOR JUNE 2, 2015

Sell Retailing (FSRPX),
buy Technology (FSPTX)
 

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. 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 295.960%:

1/2/1997 to 7/20/2015

As of June 30, 2015, in a 6-year, 4-month old bull market that started at the depths of the Great Recession, the Top Eight Model Portfolio led the S&P 500 Index but trailed the Nasdaq Composite Index:

3/2009 through 6/2015

For a long-term comparison, for the 10-year period that ended June 30, 2015, the Top Eight Model Portfolio outperformed both the Nasdaq Composite Index and the S&P 500 index:

10-Year Chart

Want more information? Find out how the Fidelity Select Fundranker system was developed, peruse frequently asked questions, and review our charts and results.

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Subscriber Comment

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