“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.”
This post presents the 1y, 3y, and 5y returns of the AlphaProfit Core & Focus model portfolios as of Dec. 31, 2022. It also shows the 2022 stock recommendation results.
Some investors are reluctant to engage in sector investing, as they view it to be riskier than index investing. Active investors now have the means to lessen the risk associated with sector investing and earn greater rewards than with index investing. Investors often perceive sector investing as risky. Sector funds or sector ETFs that confine their investments to… Read More »
Stock market volatility scares investors. However, your financial health can be affected if you let fear drive your investment decisions. The performance of several types of equity assets from December 31, 1993 to December 31, 2013 is shown below: Source: Richard Bernstein Advisors LLC, Standard & Poor’s, Dalbar A dollar invested in AlphaProfit Fidelity Focus and ETF Focus… Read More »
Sector investing harnesses the potential of sector funds through sector rotation to create wealth. Sector funds focus their equity investments within a specific sector or industry of the economy. Stock prices of companies within a sector or industry move together due to causal factors. Examples of such factors include introduction of new technologies or products, changes in consumer… Read More »
The first half of 2009 has been tough on most momentum-based strategies. After declining 11.0% in the first quarter, the broad market turned around and staged a roaring rally. The S&P 500 is now up 15.7% for the second quarter. The snap in performance between the first and second quarters is even more striking at a sector level.… 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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THE GOOD NEWS JUST BEGINS!
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% |
DEC. 2013 to DEC. 2023| Win Rate | 91% |
| Avg. Holding Period | 2.6 months |
| Avg. Gain | 12.8% |
