The Best Mutual Funds for 2014 and Top ETFs for 2014: AlphaProfit Provides New Recommendations
The AlphaProfit Focus and Core model portfolios are reconstituted with the best mutual funds for 2014 and top ETFs for 2014.
U. S. stocks have turned choppy in 2014 after cruising through 2013 with limited volatility.
They have successfully clawed their way back above the flat-line, after starting 2014 on a down note.
The S&P 500 ($SPX) index ended the first quarter with a 1.8% gain after declining 3.5% in January.
Stock prices abroad lagged those in the U. S.
The MSCI EAFE developed market stock index gained 0.5% while the MSCI EM emerging markets index lost 0.7%.
Commenting on global stock markets, Dr. Sam Subramanian, Editor of AlphaProfit's Premium Service Investment Newsletter said, 'Concerns of overvaluation in stocks, China's economic slowdown, and declining emerging market currencies weighed on stocks at the outset.'
'Assurance from the new Federal Reserve Chair Janet Yellen the U. S. economy is on track to have a good year lifted investor sentiment. So too did mega-mergers ... like Comcast (CMCSA)-Time Warner Cable (TWC) and Actavis (ACT)-Forest Laboratories (FRX),' Dr. Subramanian added.
Investor's appetite for risk however faded as the first quarter drew to a close. Weather-impacted economic data and rising political tension in Ukraine prompted investors to reduce risk. Speculative, high P/E names like Facebook (FB), Netflix (NFLX), and Tesla Motors (TSLA) declined over 12% in March.
Within Fidelity sector funds, Fidelity Select Electronics (FSELX), Fidelity Select Gold (FSAGX), and Fidelity Select Utilities (FSUTX) are among the best mutual funds for 2014, gaining between 10% and 17%.
Within Select Sector SPDRs, Health Care Select Sector SPDR (XLV), Materials Select Sector SPDR (XLB), and Utilities Select Sector SPDR (XLU) are among the top ETFs for 2014, gaining between 4% and 9%.
During the 12-month period ending March 31, 2014 AlphaProfit's Premium Service subscribers reaped rich rewards from recommendations of best mutual funds like Fidelity Select Biotechnology (FBIOX) and top ETFs like SPDR S&P Biotechnology (XBI) that gained 48% and 43%, respectively.
Timely selections of top performing mutual funds and ETFs enabled the AlphaProfit Fidelity and ETF model portfolios to gain between 26.2% and 35.2% compared to the 21.9% advance for the S&P 500.
Subscribers also fattened their wallets with AlphaProfit stock recommendations like Changyou.com (CYOU), Pulte Group (PHM), and Trinity Industries (TRN) that gained 18%, 25%, and 18%, respectively.
Outlook for the Best Mutual Funds for 2014 and Top ETFs for 2014
Analysts' are back-ending 2014 earnings growth forecasts like they did in 2013.
They expect earnings growth to ramp up to double-digits during the second-half of 2014 after declining 0.4% in the first quarter. The strong showing in the second-half is expected to lead to 8.5% earnings growth in 2014.
The acceleration in earnings growth however never materialized in 2013. Yet, stocks continued to work their way higher last year.
A repeat of 2013 is unlikely in 2014 cautions Dr. Subramanian.
'For one, much of the good news is baked into stock prices now and expectations are higher. Stocks trade at 15.2-times forward EPS compared to 12.6-times at the start of 2013', elaborated Dr. Subramanian.
'In 2013, stocks were driven by liquidity ... thanks to ample monetary stimulus from the Federal Reserve and the Bank of Japan. With the U. S. economy gaining some traction, the Fed has started tapering bond purchases. In this milieu, investors are unlikely to reward companies with higher stock prices if they cannot deliver or exceed expected growth', added Dr. Subramanian.
While there are likely to be bumps along the way, Dr. Subramanian believes stocks can add to their gains in 2014.
He says, 'None of the economic indicators we track is suggesting a recession in 2014. The Conference Board's index of leading economic indicators is suggesting continued expansion. So too does the positive slope of the yield curve. If housing stays strong and consumers feel confident to spend, companies can deliver on the growth expectations.'
Strategy for Investing in the Best Mutual Funds for 2014 and Top ETFs for 2014
Given the possibility of a continuing roller-coaster ride, it is prudent for investors to employ an adaptive system like AlphaProfit's ValuM investment process. This process combines fundamental and technical factors to consistently choose the best Fidelity Select funds and the best sector ETFs.
Compounding at an annual rate of 21.0%, a dollar invested in AlphaProfit's selection process in 1994 is now worth $47.85 while a comparable investment in the S&P 500 is worth just $5.94.
Consistent selection of winning mutual fund picks has enabled AlphaProfit's Premium Service to rank #1 in Hulbert Financial's investment newsletter rankings 12 times.
AlphaProfit's Fidelity and ETF model portfolios are repositioned with the best mutual funds for 2014 and top ETFs for 2014.
'We endeavor to provide AlphaProfit's Premium Service investment newsletter subscribers the right market timing advice along with recommendations of best mutual funds, ETFs, and stocks. Our objective is to help subscribers invest in the best mutual funds for 2014 and top ETFs for 2014 at the right allocation levels at the right time,' concluded Dr. Subramanian.
Learn More About
AlphaProfit's Premium Service Mutual Fund Recommendations
AlphaProfit's Free MoneyMatters Newsletter
Protect & grow your wealth with
investment recommendations from free e-letter
By Hulbert #1 rank winner Dr. Sam Subramanian
'Incisive Insights, Impressive Results' - Jim Woodruff
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
the coveted #1 rank from Hulbert Financial
To inquire about AlphaProfit and its publications or to interview Sam Subramanian, please call (281) 565-6963 or send e-mail.
This press release is for information purposes only. Nothing herein should be construed as an offer to buy or sell securities or to give individual advice on investing. Factual material is obtained from sources believed
to be reliable and is provided without warranties of any kind. AlphaProfit Investments, LLC is not responsible for any errors or omissions. AlphaProfit Investments, LLC neither is associated with nor receives any compensation from any
of the investment companies, brokers or entities connected with the securities mentioned herein. Please review our Terms and Conditions of Use and Subscriber Agreement which is available on our website at
www.alphaprofit.com; they govern your relationship with AlphaProfit Investments, LLC, including, but not by way of limitation, use of the AlphaProfit MoneyMatters.
This page is best viewed in 1024 by 768 pixels screen resolution or higher.
Copyright © 2014 AlphaProfit Investments, LLC. All rights reserved.