Favored Buy Ratings and Rewards
Adding Value Beyond Model Portfolios
We made 45 Favored Buy recommendations between September 2003 and December 2009. Subscribers made money in 42 of them, giving them a success ratio of 93%.
In 20 instances, their returns exceeded 10%.
With a median holding period of 2 months, Favored Buy investments have returned 8.8% on average compared to an average gain of 4.9% for the Dow Jones Wilshire 5000 benchmark.
The details follow:
(Dow Jones Wilshire 5000 index returns shown for comparison)
2009
|
|
Assigned |
Removed |
Duration, m |
Mutual Fund/ETF |
DJW 5000 |
Fidelity Select Transportation |
FSRFX |
04/01/2009 |
07/01/2009 |
3 |
16.0% |
16.8% |
iShares DJ Transportation |
IYT |
04/01/2009 |
07/01/2009 |
3 |
22.5% |
16.8% |
Fidelity Select Transportation |
FSRFX |
05/01/2009 |
07/01/2009 |
2 |
3.7% |
5.6% |
iShares DJ Transportation |
IYT |
05/01/2009 |
07/01/2009 |
2 |
4.1% |
5.6% |
Fidelity Select Transportation |
FSRFX |
06/01/2009 |
07/01/2009 |
1 |
2.2% |
0.3% |
iShares DJ Transportation |
IYT |
06/01/2009 |
07/01/2009 |
1 |
1.7% |
0.3% |
Fidelity Select Gold |
FSAGX |
08/01/2009 |
10/01/2009 |
2 |
10.5% |
7.9% |
MV Gold + SPDR Gold |
GDX+GLD |
08/01/2009 |
10/01/2009 |
2 |
12.3% |
7.9% |
Fidelity Select Gold |
FSAGX |
09/01/2009 |
10/01/2009 |
1 |
11.6% |
4.2% |
MV Gold + SPDR Gold |
GDX+GLD |
09/01/2009 |
10/01/2009 |
1 |
12.9% |
4.2% |
2008
No Favored Buy calls made.
2007
|
|
Assigned |
Removed |
Duration, m |
Mutual Fund/ETF |
DJW 5000 |
Fidelity Select Automotive |
FSAVX |
10/01/2007 |
11/01/2007 |
1 |
6.8% |
2.1% |
Fidelity Select Automotive |
FSAVX |
09/04/2007 |
11/01/2007 |
2 |
13.1% |
5.8% |
2006
|
|
Assigned |
Removed |
Duration, m |
Mutual Fund/ETF |
DJW 5000 |
Fidelity Select Materials |
FSDPX |
11/01/2006 |
12/01/2006 |
1 |
4.3% |
2.3% |
Fidelity Select Gold |
FSAGX |
11/01/2006 |
12/01/2006 |
1 |
11.6% |
2.3% |
Fidelity Select Materials |
FSDPX |
10/01/2006 |
12/01/2006 |
2 |
10.3% |
6.1% |
Fidelity Select Materials |
FSDPX |
09/01/2006 |
12/01/2006 |
3 |
8.6% |
8.5% |
Fidelity Select Biotech. |
FBIOX |
05/01/2006 |
06/01/2006 |
1 |
-3.2% |
-3.1% |
2005
|
|
Assigned |
Removed |
Duration, m |
Mutual Fund/ETF |
DJW 5000 |
Fidelity Select Medical Del. |
FSHCX |
09/01/2005 |
10/01/2005 |
1 |
2.7% |
0.7% |
Fidelity Select Medical Del. |
FSHCX |
08/01/2005 |
10/01/2005 |
2 |
4.5% |
-0.3% |
Fidelity Select Commu. Eqp. |
FSDCX |
05/02/2005 |
06/01/2005 |
1 |
11.3% |
3.9% |
Fidelity Select Biotech. |
FBIOX |
04/01/2005 |
05/01/2005 |
1 |
5.9% |
-2.3% |
2004
|
|
Assigned |
Removed |
Duration, m |
Mutual Fund/ETF |
DJW 5000 |
Fidelity Select Technology |
FSPTX |
11/01/2004 |
12/01/2004 |
1 |
6.1% |
4.7% |
Fidelity Select Networking |
FNINX |
11/01/2004 |
12/01/2004 |
1 |
8.1% |
4.7% |
Fidelity Select Electronics |
FSELX |
11/01/2004 |
12/01/2004 |
1 |
3.0% |
4.7% |
Fidelity Select Computers |
FDCPX |
11/01/2004 |
12/01/2004 |
1 |
6.0% |
4.7% |
Fidelity Select Technology |
FSPTX |
10/01/2004 |
12/01/2004 |
2 |
13.8% |
6.5% |
Fidelity Select Networking |
FNINX |
10/01/2004 |
12/01/2004 |
2 |
17.1% |
6.5% |
Fidelity Select Electronics |
FSELX |
10/01/2004 |
12/01/2004 |
2 |
10.1% |
6.5% |
Fidelity Select Computers |
FDCPX |
10/01/2004 |
12/01/2004 |
2 |
14.4% |
6.5% |
Fidelity Select Technology |
FSPTX |
09/01/2004 |
12/01/2004 |
3 |
18.2% |
8.4% |
Fidelity Select Networking |
FNINX |
09/01/2004 |
12/01/2004 |
3 |
20.9% |
8.4% |
Fidelity Select Electronics |
FSELX |
09/01/2004 |
12/01/2004 |
3 |
16.0% |
8.4% |
Fidelity Select Computers |
FDCPX |
09/01/2004 |
12/01/2004 |
3 |
19.1% |
8.4% |
Fidelity Select Technology |
FSPTX |
08/02/2004 |
12/01/2004 |
4 |
9.9% |
8.7% |
Fidelity Select Networking |
FNINX |
08/02/2004 |
12/01/2004 |
4 |
14.7% |
8.7% |
Fidelity Select Electronics |
FSELX |
08/02/2004 |
12/01/2004 |
4 |
5.2% |
8.7% |
Fidelity Select Computers |
FDCPX |
08/02/2004 |
12/01/2004 |
4 |
10.7% |
8.7% |
Fidelity Select Technology |
FSPTX |
05/03/2004 |
06/01/2004 |
1 |
6.7% |
1.4% |
Fidelity Select Networking |
FNINX |
05/03/2004 |
06/01/2004 |
1 |
8.1% |
1.4% |
Fidelity Select Electronics |
FSELX |
05/03/2004 |
06/01/2004 |
1 |
8.9% |
1.4% |
Fidelity Select Computers |
FDCPX |
05/03/2004 |
06/01/2004 |
1 |
6.4% |
1.4% |
Fidelity Select Commu. Eqp. |
FSDCX |
05/03/2004 |
06/01/2004 |
1 |
4.5% |
1.4% |
Fidelity Select Networking |
FNINX |
04/01/2004 |
06/01/2004 |
2 |
-7.3% |
-0.8% |
Fidelity Select Commu. Eqp. |
FSDCX |
04/01/2004 |
06/01/2004 |
2 |
-7.5% |
-0.8% |
2003
|
|
Assigned |
Removed |
Duration, m |
Mutual Fund/ETF |
DJW 5000 |
Fidelity Select Multimedia |
FBMPX |
10/01/2003 |
11/01/2003 |
1 |
8.0% |
6.1% |
Notes: Favored Buy ratings are published in the Subscriber Login Section by 12:00 p.m. Central Time on the first trading day of the month. We use month-end closing
prices of the Favored Buy rated mutual fund or ETF to calculate pre-tax returns. All distributions are assumed to be reinvested in the mutual fund or ETF they are received from.
The composition of the AlphaProfit model portfolios does not change in response to the assignment or removal of Favored Buy ratings to individual mutual funds or ETFs.
It should not be assumed that results from future Favored Buy ratings will be profitable or will equal the performance of past Favored Buy ratings.
To learn about our current Favored Buy ratings, subscribe to the AlphaProfit Sector Investors' Newsletter now!
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Copyright © 2003-2010 AlphaProfit Investments, LLC. All rights reserved.
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