"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
Are you seeking answers to questions like why you should invest in Fidelity mutual funds? Or are you already investing in Fidelity mutual funds and are looking for a way to supercharge your portfolio’s returns? Either way, continue reading.
Few investment products have as many fanatics as Fidelity Select funds do. Why? The Fidelity Select fund aficionados know that they can beat the market by judiciously selecting such funds. Here are the facts: The average Fidelity Select fund has outperformed the S&P 500 by 4.7% per year over the past 20 years. The stats get even better.
Switching your job? Retiring? Congratulations! A window of opportunity opens for you with the Rollover Individual Retirement Account or Rollover IRA. In an era of corporate restructuring and outsourcing, Rollover IRA is among the most powerful means available for securing one’s retirement. Yet, the potential of Rollover IRA to enhance one’s retirement savings commonly remains under-appreciated.
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 »
Few investment products have as many fanatics as Fidelity Select funds do. Why? The Fidelity Select fund aficionados know that they can beat the market by judiciously selecting such funds. Here are the facts: The average Fidelity Select fund has outperformed the S&P 500 by 4.7% per year over the past 20 years. The stats get even better.… Read More »
Tired of poor performance, Fidelity has replaced Harry Lange with Jeffrey Feingold as the manager of the Fidelity Magellan fund, FMAGX. Should you buy, sell, or hold Fidelity Magellan mutual fund shares? With a rich history, the Fidelity Magellan fund is among the widely followed mutual funds. Originally managed by Fidelity’s Chairman and Chief Executive Officer Ned Johnson,… Read More »
Fidelity Investments offers sector funds under the Fidelity Select fund umbrella. We prefer these Fidelity sector funds for the following reasons: Fidelity Sector Fund Choices After pioneering the sector investing concept in 1981, Fidelity Investments has expanded the Fidelity Select funds to span 7 sector groups. Each sector group has one broad sector fund and several industry-specific funds.… Read More »
Subscribers tracking the AlphaProfit Core model portfolio since inception in September 2003 more than doubled their investment account this October. The Core model portfolio is an alternative to diversified domestic mutual funds for many subscribers. We compare its performance with that of the five largest no-load domestic mutual funds and Fidelity’s five largest domestic funds. AlphaProfit Core has… Read More »
Fidelity Investments is proposing some changes to the Fidelity Select Portfolio mutual funds. The changes being proposed include: Adoption of standard Fidelity mutual fund trading policies Elimination of the $7.50 exchange fee Removal of hourly pricing Additionally, the Fidelity Select funds will be aligned under ten major sectors and the investment policies of certain Select funds will be… Read More »
Switching your job? Retiring? Congratulations! A window of opportunity opens for you with the Rollover Individual Retirement Account or Rollover IRA. In an era of corporate restructuring and outsourcing, Rollover IRA is among the most powerful means available for securing one’s retirement. Yet, the potential of Rollover IRA to enhance one’s retirement savings commonly remains under-appreciated. Rollover IRA… Read More »
Investors who exclusively use broadly diversified, no load mutual funds for their stock investments often lose out on opportunities to increase the reward potential of their portfolios. This article looks at two methods investors may use to enhance the performance of their portfolio of diversifed, no load mutual funds. Diversify, diversify, diversify! Rebalance your portfolio periodically. These have… Read More »
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 Monday, March 31.
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Premium Service Performance
Model Portfolio Annualized Returns
DEC. 1993 to DEC. 2023
Fidelity Agg. Growth
17.8%
Fidelity Growth
14.6%
ETF Agg. Growth
17.5%
ETF Growth
14.3%
No-Fee Growth (inc. 2009)
10.9%
S&P 500
10.1%
Stock Recommendation Returns
DEC. 2013 to DEC. 2023
Win Rate
91%
Avg. Holding Period
2.6 months
Avg. Gain
12.8%
MEET
DR. SAM SUBRAMANIAN
Sam Subramanian PhD, MBA has credentials that are the envy of most investment advisers. He combines strong quantitative skills with deep financial expertise and insights on inner workings of Wall Street and corporations. His creativity has helped him win 16 U. S. patents.
Prior to founding AlphaProfit Investments, LLC, Sam worked in positions of increasing responsibility in Finance and Corporate Strategy for McKinsey & Company, Exxon Corporation, and Unocal Corporation. His work centered on Acquisitions and Divestitures, Asset Valuation, Trading, Bankruptcies, and Risk Management.
Well aware of the dismal returns produced by money managers, he was determined to take charge of his own investments. He created a low cost, low effort but high return investing system and rigorously tested it for over two decades using his own money.
This high-performance system helped Sam to quickly become financially independent. Sam still invests his money, using the now award-winning system he created. He shares the unbiased, crystal-clear recommendations and market moves with his subscribers.