MoneyMatters Blog

"In the investing blog, I seek to help you take sound investment decisions free from emotion by sharing my objective insights on markets, sectors, and companies."
Sam Subramanian PhD, MBA, Editor, AlphaProfit MoneyMatters

Turning Five, AlphaProfit Trounces the Titans!

The AlphaProfit Sector Investors’ Newsletter completed 5 years of uninterrupted publication on September 30. On this occasion, we compare the performance of AlphaProfit model portfolios with that of the five largest no-load domestic mutual funds and Fidelity’s five largest domestic funds open to new investors. Through superior sector selection, both AlphaProfit model portfolios have outperformed popular no load… Read More »

Mutual Funds: Morningstar Mutual Funds Fiduciary Grades

Morningstar is now providing Fiduciary grades on mutual funds. How are these grades determined? How can investors benefit from these grades? Mutual funds investors use Morningstar Rating™ as a sign post of mutual fund performance. These ratings have proved to be a valuable tool for objectively comparing the performances of different mutual funds. In 2003, New York Attorney… Read More »

Mutual Fund Basics: Analyzing Mutual Fund Returns Fidelity Contrafund Example

While total and compound annual returns are useful in analyzing mutual fund returns, discerning investors will delve deeper using a variety of metrics to get a more complete picture on mutual fund performance. On December 16, 2005 a leading financial website reports the trailing 1-year and 5-year returns of Fidelity Contrafund (Nasdaq: FCNTX), a no-load mutual fund, as… Read More »

Best No Load Mutual Funds: Mutual Fund Fees Mutual Fund Expenses

In their quest for the best no load mutual fund, some mutual fund investors tend to select mutual funds based solely on fees and expense ratios. Is this always a good way to select mutual funds? Metrics such as price/earnings ratio and dividend yield on the S&P 500 index, a commonly used proxy for the U.S. stock market,… Read More »

Self Directed Fidelity Retirement Plans and Educational Savings Accounts

A global leader in financial services, Fidelity Investments headquartered in Boston, MA, manages several hundreds of Fidelity funds. Fidelity also provides access to several thousands of mutual funds managed by other fund companies through Fidelity FundsNetwork. Fidelity customers can trade some of BlackRock’s iShares ETFs commission free through Fidelity Brokerage Services LLC. Whether you are a self directed… Read More »

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New ETF and Mutual Fund Recommendations

ETF Mutual Fund Recommendations The Fidelity and ETF Core and Focus model portfolios have gained at annualized rates of 14.6% and 17.8%, respectively since 1994. The model portfolios will be repositioned with new mutual fund and ETF recommendations on Thursday, March 28. Learn more about AlphaProfit's Free and Premium Service investment newsletters.