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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.

Must-read Articles on Mutual Fund Investing

Using Sector Funds to Construct Diversified Mutual Fund Portfolios

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.

401k Rollover IRA: 401k Retirement Plans’ Booster Rocket, Rollover IRA

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 14.4% and 17.4%, respectively since 1994. The model portfolios will be repositioned with new mutual fund and ETF recommendations on Friday, September 29. Learn more about AlphaProfit's Free and Premium Service investment newsletters.

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