Getting Started with AlphaProfit Investment Newsletter

Three Easy Steps to Succeed with Your ETF, Fidelity Select, or Sector Fund Investments

It is easy to get started with the AlphaProfit Newsletter and build your investment portfolio with ETFs, Fidelity Select funds, and no-load sector funds recommended in the newsletter. These investments are commonly available in individual, joint, IRA, SEP-IRA, or Keogh accounts and selected employer-sponsored retirement accounts such as 401(k), 403(b), or section 457 plans.  (Note: The IRA may be a Roth IRA, Rollover IRA, or self-directed IRA.)

Step I: Select your portfolio type and determine your initial investment

1. The AlphaProfit Newsletter offers two model portfolios, the Focus model portfolio for investors seeking 'Aggressive Growth' and the Core model portfolio for investors seeking 'Long-Term Capital Appreciation'.

Select the model portfolio you will like to use for your investment account.* In making this selection, it is usually beneficial to consider factors such as investment objective, investment time horizon, and risk tolerance. Consistent with their objectives, the Focus and Core model portfolios differ in the number, weightings, and turnover of sectors and industry-groups represented. The Focus portfolio is more concentrated and turns over its holdings more frequently than the Core portfolio. The Focus portfolio may times be more volatile than the Core portfolio.

2. Determine your initial or starting investment. Here, it is usually useful to consider factors such as cash availability, future cash needs, and risk tolerance.

Step II: Allocate your initial investment

3. We will assume you have chosen to use the sector and industry groups represented in the Focus model portfolio and have decided to start with an initial investment of $10,000. For illustrative purposes, we will also assume that biotechnology and energy services are represented in the Focus portfolio in equal proportions.
4. You can put your initial investment to work if the AlphaProfit Sector Portfolio Indicator reads 'Buy' or 'Buy on Dips'. The following table illustrates how you as an ETF, Fidelity, or mutual fund investor can allocate $10,000 to gain exposure to the biotechnology and energy service industry groups using the recommendations provided in the AlphaProfit Newsletter.

1. With a Fidelity brokerage or mutual fund account, you can purchase and sell the no load Fidelity Select funds without paying a short-term redemption fee after holding the investment for 30 or more days.
2. Many no-load sector funds recommended in the AlphaProfit Newsletter are available for trading on a no-transaction fee basis at discount brokerage firms E*Trade, Fidelity, Schwab, or TD Ameritrade.

Step III: Reposition your portfolio and build your investment

5. We usually reposition the AlphaProfit model portfolios at market close on the last trading day of June and December. The Repositioning Alert document provides you the information you need to reposition your investment account. Reposition your investment account in a timely manner and continually stay invested in top ranked sectors and industry-groups.
6. To build your investment account, you may periodically add new cash in one of two ways.

Periodic additions: You may add new cash to your investment account each time the AlphaProfit model portfolios are repositioned at 6 month intervals.

Dollar-cost-average: You may add new cash at more frequent intervals by investing when the AlphaProfit Sector Portfolio indicator reads 'Buy' or 'Buy on Dips'.

Select, Invest, Reposition! That's all there is to earning great returns!

Related Links: Asset Allocation
ETF and Mutual Fund Recommendations
Model Portfolios
FAQs

* Note: Investors seeking both 'Aggressive Growth' and 'Long-Term Capital Appreciation' objectives may find it useful to have separate accounts with the sector and industry-group selections and weightings of the AlphaProfit Focus and Core model portfolios, respectively.

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