|
|
Fidelity Mutual Funds Model Portfolios Performance |
|
|
|
|||
Custom Search
|
|||
| Home | Investment Newsletters | Fidelity Investments | ETFs | Subscribe to Free e-Letter | Investing Blog | Login |
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 $22.53 and $11.16, respectively. This implies annualized returns of 20.8% and 15.7%, respectively. Comparable investments in the Dow Jones Wilshire 5000 and S&P 500 benchmarks are worth $3.08 and $2.97, respectively implying annualized returns of 7.0% and 6.8%, respectively.
Exemplifying the resiliency of AlphaProfit's disciplined Fidelity mutual fund selection process, the Growth model portfolio (Fidelity NTF Growth) gained a market-beating 35.9% in 2009.
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 numerous 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:
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.
Related Links: 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.
|
|||||||||||||||||
This page is best viewed in 1024 by 768 pixels screen resolution or higher.
Copyright © 2010 AlphaProfit Investments, LLC. All rights reserved.