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Fidelity Mutual Funds: Performance of Model Portfolios

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Driving Performance with Disciplined Investment Process

AlphaProfit's proven Fidelity mutual fund selection process enables thousands of investors to thrive in turbulent markets.

A dollar invested in the flagship Aggressive Growth (Fidelity Focus) and Capital Appreciation (Fidelity Core) model portfolios is worth $55.61 and $29.09, respectively. This implies annualized returns of 18.8% and 15.6%, respectively.

Comparable investments in the Dow Jones Wilshire 5000 and S&P 500 benchmarks are worth $8.02 and $7.99, respectively implying annualized returns of 9.3% and 9.3%, respectively.

Performance quotations from investors using fidelity mutual funds model portfolios
 
Performance comparison of fidelity mutual funds model portfolios and other mutual funds
Performance of Fidelity Focus and Core model portfolios driven by disciplined investment process
Performance of Fidelity mutual funds model portfolios driven by disciplined investment process
Performance of Fidelity Focus and Fidelity Core mutual fund model portfolios as of March 31, 2017.  Sign up for Fidelity Newsletter

Exemplifying the resiliency of AlphaProfit's disciplined Fidelity mutual fund selection process, the AlphaProfit no load growth model portfolio (Fidelity NTF Growth) is up 163% since the start of 2009, compared to the 121% gain for its benchmark.

Performance of Fidelity NTF Growth model portfolio driven by disciplined investment process
Performance of Fidelity mutual funds model portfolio driven by disciplined investment process
Performance of Fidelity NTF Growth mutual fund model portfolio as of March 21, 2017.  Sign up for Fidelity Newsletter

The Fidelity mutual fund model portfolios use AlphaProfit's proven ValuM investment process for selecting investments. This process has enabled AlphaProfit model portfolios to bag Hulbert Financial's #1 rank multiple times. Hulbert Financial tracks performance of the Fidelity Focus and Core model portfolios from January 1, 2004.

Here are just a few examples of returns earned by individual mutual funds selected by AlphaProfit from Fidelity FundsNetwork:

  • 272.9% gain from Fidelity Select Technology (FSPTX)
  • 125.7% gain from Fidelity Select Biotechnology (FBIOX)
  • 102.1% gain from Fidelity Select Retailing (FSRPX)
  • 71.5% gain from Fidelity Select Insurance (FSPCX)
  • 71.0% gain from Fidelity Select Natural Gas (FSNGX)
  • 78.9% gain from Yacktman Fund (YACKX)

Fully 75% of individual mutual funds selected gained during the period that included the 2008 crash and the dot-com bust.

In addition to the Fidelity mutual fund model portfolios, AlphaProfit also provides short-term Fidelity fund trading recommendations. These trades on average have netted 7% per month.

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The Dow Jones Wilshire 5000 serves as the benchmark for the Aggressive Growth and Capital Appreciation models portfolios. The Growth model portfolio's benchmark consists of U. S. stocks (56%), foreign stocks (24%), and cash (20%). Low cost index funds Fidelity Spartan 500 Index Fund (FUSEX) and Fidelity Spartan International Index Fund (FSIIX) are used as proxies for U. S. stocks and foreign stocks, respectively.

Sam Subramanian

   

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By Hulbert #1 rank winner Dr. Sam Subramanian

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