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Description of Fidelity Select Funds Based Model Portfolios

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Fidelity Select Funds Used to Construct Model Portfolio in Investment Newsletter

 Fidelity Select Funds Based Model Portfolios

We construct and professionally track two Fidelity Select funds based model portfolios in the AlphaProfit Sector Investors' Newsletter™ for subscribers to choose. The model portfolios seek to outperform the unmanaged Dow Jones Wilshire 5000 index over the long-term.

Both model portfolios are usually fully invested in equity funds and do not market-time. The model portfolios seek to maximize capital appreciation; income is incidental. Tax efficiency is a factor considered in periodic repositioning of the model portfolios. Since portfolio turnover for the Core Portfolio is lower than that of the Focus Portfolio, the Core Portfolio is more tax efficient than the Focus Portfolio. The volatility of the Core Portfolio is lower than that of the Focus Portfolio.

 

AlphaProfit Core Model Portfolio

AlphaProfit Focus Model Portfolio

     

Investment Classification

  • Long-term Capital Appreciation
  • Aggressive Growth
     

Suitability

  • Retirement as well as regular accounts seeking to build a diversified portfolio using sector funds
  • Retirement as well as regular accounts seeking to add sector focused investments to diversified portfolios
     

Portfolio Composition

  • 7 or 8 Fidelity Select Funds on average. Portfolio invests in the Fidelity Spartan® 500 Index Fund or the Fidelity Spartan® Total Market Index Fund when fewer number of sector funds are deemed attractive
  • On average, 2 Fidelity Select Funds deemed most attractive
     

Fund Holding Period

  • Fidelity Select funds usually held for over 6 months with most funds held for 1 year
  • Fidelity Select funds usually held for 6 months
     

Investment Account Size

  • $25,000 in regular account or $5,000 in SEP-IRA or Keogh account typically required to track Core Portfolio
  • $5,000-$10,000 in regular account or $1,000-$2,000 in SEP-IRA or Keogh account typically required to track Focus Portfolio

Fidelity Select funds are available for investing assets in individual and retirement accounts including Fidelity IRA accounts such as Roth IRA, Rollover IRA, or self directed IRA as well as Fidelity SEP-IRA and Fidelity Keogh accounts. Fidelity sector funds may also be available for investing assets in Fidelity 401k accounts if the employer sponsored 401k plan includes this option. Fidelity Netbenefits is a convenient feature for managing Fidelity 401k assets.

See Also:

Long-Term Performance of Fidelity Select Funds Based Model Portfolios,   Annual Returns of Model Portfolios,   Mutual Fund Rating Track Record

Performance and Report Highlights,   Using the AlphaProfit Fidelity Funds Newsletter,   Getting Started

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