AlphaProfit Fund Guide: Repositioning Alert
November 19, 2018
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 Columbia Acorn European (CAEAX), Matthews Asia Growth (MPACX), and AMG TimesSquare Intl. SmallCap (TCMPX).
We reduce the position in Fidelity Money Market (SPRXX).
We reinvest the proceeds in Lazard Global Listed Infrastructure (GLFOX), T. Rowe Price Latin America (PRLAX), and WCM Focused International Growth (WCMRX).
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 NASDAQ Composite Index (FNCMX) and Fidelity Money Market (SPRXX) are available transaction cost free in Schwab One-Source network.
Schwab investors can either use Laudus U.S. Large Cap Growth (LGILX) or Fidelity NASDAQ Composite Index ETF (ONEQ) in place of Fidelity NASDAQ Composite Index (FNCMX).
Schwab investors can also use Schwab Value Advantage Money Fund Investor Shares (SWVXX) or another money market fund available in their Schwab account in place of Fidelity Money Market.
Since 2009, the AlphaProfit NL-NTF Growth model portfolio is up 196.1%. In comparison, the portfolio’s domestic and foreign index fund combination benchmark has returned 149.8%.
The November Update of the AlphaProfit Fund Investors’ Guide will be published by Noon Central Time on Wednesday, November 21.
We welcome your comments.
With best wishes for profitable trades,
Sam Subramanian PhD, MBA
AlphaProfit Investments, LLC
Ideas. Insights. Results.
https://www.alphaprofit.com