Turning Five, AlphaProfit Trounces the Titans!

The AlphaProfit Sector Investors’ Newsletter completed 5 years of uninterrupted publication on September 30. On this occasion, we compare the performance of AlphaProfit model portfolios with that of the five largest no-load domestic mutual funds and Fidelity’s five largest domestic funds open to new investors.

Through superior sector selection, both AlphaProfit model portfolios have outperformed popular no load mutual funds and the S&P 500 index.

Portfolio, Fund or Benchmark

Ticker

Annualized Return from 9/30/03 to 9/30/08

AlphaProfit Focus Model Portfolio

12.2%

AlphaProfit Core Model Portfolio

  8.2%

5 Largest No-Load Domestic Funds

Growth Fund of America, C

GFACX

  6.1%

Vanguard 500 Index

VFINX

  5.0%

Vanguard Total Stock Market Index

VTSMX

  5.9%

American Funds Investment Company, C

AICCX

  4.6%

American Funds Washington Mutual, C

WSHCX

  4.8%

Fidelity’s 5 Largest Domestic Funds

Fidelity Magellan

FMAGX

  2.3%

Fidelity Equity Income

FEQIX

  4.5%

Fidelity U.S. Equity Index Investor Class

FUSEX

  5.1%

Fidelity Value

FDVLX

  7.8%

Fidelity Blue Chip Growth

FBGRX

  3.1%

Average for Large Domestic Funds

  4.9%

S&P 500

  5.2%

  Mutual fund return data from Morningstar

Since inception on September 30, 2003, AlphaProfit Focus and Core model portfolios have compounded at an average annualized rate of 12.2% and 8.2%, respectively compared to a 4.9% rate for the fund titans and 5.2% for the S&P 500 benchmark.

 

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The AlphaProfit No-Load, No-Transaction-Fee (NL-NTF) growth model portfolio is up 175% since 2009. In comparison, the model portfolio’s U. S. & foreign stock combination benchmark is up 135%. The NL-NTF model portfolio will be reconstituted with new recommendations of best-of-breed mutual funds on Wednesday, August 21.
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