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Model Portfolio Annualized Returns

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Fidelity Agg. Growth	17.8%
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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.

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Premium Service Recommendation Schedule

12:00 pm, 2nd February 2026

Asset allocation, ETF Core, ETF Focus, Fidelity Core, and Fidelity Focus portfolio composition updates, and market outlook
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Income ETF selections for conservative, moderate, and aggressive accounts
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12:00 pm, 2nd January 2026

Asset allocation, ETF Core, ETF Focus, Fidelity Core, and Fidelity Focus portfolio composition updates, and market outlook
12:00 pm, 31st December 2025

ETF Core, ETF Focus, Fidelity Core, and Fidelity Focus model portfolio changes with trade execution guidance