AlphaProfit Newsletter: New Mutual Fund and Exchange-Traded Fund Recommendations on 12-31-09
The AlphaProfit Sector Investor's Newsletter model portfolios will be repositioned on December 31 to capture opportunities in the evolving market milieu.
The AlphaProfit Sector Investor's Newsletter model portfolios have benefited from the rally in equity prices in 2009. The sector-based Core and Focus model portfolios are each up 60% since the market bottomed in March. Gains from Fidelity Select Automotive (FSAVX) and SPDR S&P Retail (XRT), which year-to-date are up 121% and 74%, respectively contributed to performance of the model portfolios.
Commenting on the U. S. stock market Dr. Sam Subramanian, Managing Principal of AlphaProfit Investments, LLC and Editor of the AlphaProfit Sector Investors' Newsletter said, "Year 2009 has been a good year for equity prices in general. The
character of the stock market rally has however changed off-late. While lower quality small-cap shares led the way in the second and third quarters, investors have gravitated towards higher quality large-cap names in the fourth."
The shift towards higher quality names is also seen at a sector level. The Healthcare Select Sector SPDR (XLV) is up 9% in the fourth quarter while the Financial Select Sector SPDR (XLF) is down 5%.
Subramanian said "The Sector Newsletter's model portfolios will be repositioned on December 31 to capture opportunities in the evolving market milieu."
AlphaProfit uses its ValuM investment process to select sectors and industries for inclusion in the Core and Focus model portfolios. This process uses valuation, momentum and news quality as the three key criteria for evaluating sectors. Subramanian said, "This multi-factor evaluation increases the odds of success compared to pure momentum strategies." A dollar invested in the ValuM process selections in 1994 is now worth nearly $22 while the same investment in the S&P 500 is worth just $3.
In conclusion, Subramanian said, "The U. S. economy is recovering and the Federal Reserve continues to maintain an accommodative monetary policy. The economy should continue to expand over the next few quarters. We expect the employment picture to improve in 2010. In general, this is a good time for investors to be invested in equities."
AlphaProfit's premium service provides multiple avenues for investors to profit. Subscribers receive recommendations on no load mutual funds, exchange-traded funds, and stocks. In 2009, AlphaProfit premium service users also gained from Matthews India Fund (MINDX) and Yacktman Fund (YACKX) recommendations. These no load mutual funds are up 90% and 58%, respectively. AlphaProfit's stock picks on average gained 14% with a holding period of less than 2 months enabling subscribers to more than double their money.
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AlphaProfit Investments, LLC is an independent investment research firm based in Sugar Land, TX. AlphaProfit publishes the AlphaProfit Sector
Investor's Newsletter, edited by Dr. Sam Subramanian. Leveraging sector funds, the Newsletter provides high-performance model portfolios
with Fidelity funds and exchange-traded funds.
It also includes actionable stock recommendations. This newsletter features among MarketWatch's top 10 investment newsletters and has won
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