"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
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 »
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 »
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 »
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 »
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 »
The AlphaProfit no-load, no-transaction fee growth model portfolio is up 522% since the start of 2009 compared to the 444% gain for its benchmark. The model portfolio will be reconstituted with new recommendations on Saturday, November 19. Learn more about AlphaProfit's Free and Premium Service investment newsletters.
DEC. 1993 to DEC. 2025| Fidelity Agg. Growth | 17.6% |
| Fidelity Growth | 14.6% |
| ETF Agg. Growth | 17.4% |
| ETF Growth | 14.4% |
| ETF Style Rot. (since 2009) | 11.3% |
| S&P 500 | 10.8% |
DEC. 2013 to DEC. 2025| Win Rate | 91% |
| Avg. Holding Period | 2.6 months |
| Avg. Gain | 13.1% |
