"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
Excluding money market funds, Fidelity funds focusing on short-duration bonds (both taxable & tax-exempt) and gold were top performers in September.
U.S. stocks fell to a new 2022 low this week. Investors worried the Federal Reserve would drive the economy into a downturn from its fight to quell inflation.
U.S. stocks suffered one more week of mid-single-digit losses after the Fed raised interest rates by 0.75%. Recession fears rose amid surging bond yields.
Stocks sold off last week after higher-than-expected inflation and earnings warning from FedEx increased fears of stagflation. The S&P 500 fell 4.8%.
The best performing ETFs in specific categories are up more than the S&P 500’s 13% annual gain. What are the best performing ETFs of the last 10 years?
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% |
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