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AlphaProfit Newsletter - A solution, if you have underperforming investments
November 12, 2007
Sugar Land, TX
Subscribers tracking the AlphaProfit Core model portfolio since inception in September 2003 more than doubled their investment account this October.
* The five largest no-load domestic funds are Growth Fund of America Class C (GFACX), Vanguard 500 Index (VFINX), Vanguard Total Stock Market Index, (VTSMX), American Funds Investment Company of America Class C (AICCX), and American Funds Washington Mutual Investors Class C (WSHCX).
** The five largest Fidelity funds in the domestic category are Fidelity Contrafund (FCNTX), Fidelity Magellan (FMAGX), Fidelity Growth Company (FDGRX), Fidelity Low Priced Stock (FLPSX), and Fidelity Equity Income (FEQIX).
Mutual fund data from Morningstar
The Core model portfolio is an
alternative to diversified domestic mutual funds for many subscribers. We compare its performance with that of the five largest no-load
domestic mutual funds and Fidelity's five largest domestic funds.
AlphaProfit Core has compounded at an average annualized rate of 19.0% since inception on September 30, 2003 to October 31, 2007. During this period, the above universe of large domestic mutual funds has on average gained at 15.1%. The Core
model portfolio outperformed the titans by 3.9% per year yielding $1,950 more annually on a $50,000 investment.
Mutual fund investors often worry about changes in fund management affecting returns. The Core model portfolio makes it less of an issue by using a consistent strategy to select sectors and industry groups based on their valuation, momentum, and news quality.
Here are some additional points worth noting about the Core model portfolio:
• The portfolio seeks to outperform the broad averages by using favorably ranked sectors and industry groups while leaving out unfavorably ranked ones.
• The portfolio strives to balance return, diversification, and tax efficiency.
For many investors, the Core model portfolio tends to be a worthy choice for their Rollover IRAs.
Put the AlphaProfit Core Model Portfolio to work for you now!
About AlphaProfit
AlphaProfit Investments, LLC, is a Texas-based investment research firm. AlphaProfit publishes the AlphaProfit Sector Investors' Newsletter. As evident
from its Hulbert rankings, the newsletter is a
consistent, top performer that has bagged the coveted #1 RANK several times. Drawing on insights and research into sector investing, the
newsletter offers winning sector fund and exchange traded fund recommendations and top mutual fund portfolios for superior
long-term results.
For the 5 year period ending June 30, 2007, AlphaProfit model portfolios have increased by up to 211%, an average annual rate of 25.5%. During the same period,
the Dow Jones Wilshire 5000 Total Market Index increased at an average annual rate of 12.0%.
To learn more about AlphaProfit and to subscribe to the AlphaProfit Sector Investors' Newsletter,
visit http://www.alphaprofit.com.
Source: AlphaProfit Investments, LLC
Notes: The AlphaProfit Sector Investors' Newsletter™ is for information purposes only. AlphaProfit Investments, LLC is not soliciting any subscriber to buy or sell any security. Nothing herein should be construed as an offer to buy or sell securities or to give individual advice on investing. Before buying or selling any mutual fund, exchange-traded fund, security, or investment, read the prospectus carefully. For securities held in brokerage accounts, read the broker's specific terms and conditions which apply to trading of the securities. AlphaProfit Investments, LLC cannot and does not give any assurance that the present or future model portfolio changes will be profitable. Past performance is not a guarantee for future results. Factual material is obtained from sources believed to be reliable and is provided without warranties of any kind. AlphaProfit Investments, LLC is not responsible for any errors or omissions. AlphaProfit Investments, LLC neither is associated with nor receives any compensation from any of the mutual fund companies, brokers, or entities connected with the exchange-traded funds mentioned in the newsletter. Please review our Terms and Conditions of Use and Subscriber Agreement which is available on our website at www.alphaprofit.com; they govern your relationship with AlphaProfit Investments, LLC, including, but not by way of limitation, use of this newsletter. No part of the AlphaProfit Information may be reproduced or re-transmitted in any manner without written permission of AlphaProfit Investments, LLC.
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