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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.
High-potential diversified portfolios can be constructed by dividing assets among a group of sector funds. This approach gives the investor flexibility to over-weight or under-weight certain sectors versus broadly diversified indexes. 'Sector funds are too risky.' 'I doubled my money with Fidelity Select Technology in 12 months!' 'Avoid sector funds.' If all of this sounds confusing, you are not alone.
Switching your job? Retiring? Congratulations! A window of opportunity opens for you with the Rollover Individual Retirement Account or Rollover IRA. In an era of corporate restructuring and outsourcing, Rollover IRA is among the most powerful means available for securing one’s retirement. Yet, the potential of Rollover IRA to enhance one’s retirement savings commonly remains under-appreciated.
New ETF and Mutual Fund Recommendations
The Fidelity and ETF Core and Focus model portfolios have gained at annualized rates of 15.0% and 18.3%, respectively since 1994. The model portfolios will be repositioned with new mutual fund and ETF recommendations on Wednesday, September 30. Learn more about AlphaProfit's Free and Premium Service investment newsletters.
AlphaProfit’s low risk, low effort investment strategy correctly picks up winners for every market environment. It enables AlphaProfit Premium Service Investment Newsletter and its model portfolios to consistently rank #1 in Hulbert Financial Digest.
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Premium Service Performance
Model Portfolio Annualized Returns
DEC. 1993 to DEC. 2019
Fidelity Agg. Growth
18.2%
Fidelity Growth
15.0%
ETF Agg. Growth
18.3%
ETF Growth
14.8%
No-Fee Growth (inc. 2009)
12.2%
S&P 500
9.9%
Stock Recommendation Returns
DEC. 2013 to DEC. 2019
Win Rate
92%
Avg. Holding Period
2.5 months
Avg. Gain
12.2%
MEET
DR. SAM SUBRAMANIAN
Sam Subramanian PhD, MBA has credentials that are the envy of most investment advisers. He combines strong quantitative skills with deep financial expertise and insights on inner workings of Wall Street and corporations. His creativity has helped him win 16 U. S. patents.
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.
This high-performance system helped Sam to quickly become financially independent. Sam still invests his money, using the now award-winning system he created. He shares the unbiased, crystal-clear recommendations and market moves with his subscribers.
