AlphaProfit Fund Guide: Repositioning Alert

February 17, 2016

Dear Valued Subscriber,

The AlphaProfit No-Load, No-Transaction-Fee (NL-NTF) Growth Model Portfolio will be repositioned at today’s market close. The Repositioning Alert document of the AlphaProfit Fund Investors’ Guide is now available in the Subscriber Login area.

Table 1 in the companion document Repositioning Alert provides the new target composition for the AlphaProfit NL-NTF Growth model portfolio. Weightings for the recommended domestic, foreign, and specialty funds are included in this table. The document also presents details of model portfolio changes.

We remove Akre Focus (AKREX), Fidelity Low-Priced Stock (FLPSX), Parnassus Endeavor (PARWX) and Fidelity Money Market (SPRXX).

We reinvest the proceeds in Fidelity Large Cap Core Enhanced Index (FLCEX), JPMorgan Equity Income A (OIEIX), and Parnassus Mid Cap Fund (PARMX).

All funds currently included in the AlphaProfit NL-NTF Growth model portfolio are available on a no-load, no-transaction fee basis in Fidelity FundsNetwork.

All funds except Fidelity Large Cap Core Enhanced Index (FLCEX) are available transaction cost free in Schwab One-Source network. Schwab investors can use Parnassus Core Equity (PRBLX) in lieu of Fidelity Large Cap Core Enhanced Index.

Since 2009, the AlphaProfit NL-NTF Growth model portfolio is up 117.8%. In comparison, the portfolio’s domestic and foreign index fund combination benchmark has returned 83.9%.

The February Update of the AlphaProfit Fund Investors’ Guide will be published by Noon Central Time on Friday, February 19.

We welcome your comments.

With best wishes for profitable trades,
Sam Subramanian PhD, MBA
AlphaProfit Investments, LLC
Ideas. Insights. Results.
http://www.alphaprofit.com