Fidelity Select Trading System

This is our system that trades Fidelity Select funds. We hold 2 mutual fund positions from the Fidelity Select family of sector mutual funds. We hold these funds for a minimum of 31 days go avoid the Fidelity early redemption fees. At times the system will go to cash ( a money market fund), and those positions will not necessarily be held for 31 days.

Past performance not necessarily indicative of future performance. The stock market is inherently risky, and investors following these strategies or other timing strategies can lose money in the stock market. The information provided is gathered from sources believed to be reliable, but no representation is made as to the accuracy of any data presented. Neither Fundztrader.com nor the author is recommending the purchase or sale of any security or mutual fund. Consult with your investment advisor before making any decision to invest money in the stock market. Fundztrader.com and the author assume no liability for any losses incurred.



The database date for this run is 04/30/10 

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                 ExprFamilyTrade history of rocsd 04/30/10
                 =========================================
Family = rocsd
MMarket = FDRXX
Signal =
FnuFile = xxx
StartDate = 06/22/06
StopDate = 04/30/10
Positions = 2
RelativeRankSell = 0
BuyMinRank = 1
HoldMaxRank = 4
HoldMinDays = 31
PenaltyDays = 30
Penalty = 0.75%

               Buy      Sell    Hold  Last  Best   Pcnt    Pos    Next
Pos   Fund    Date      Date    Days  Rank  Rank   Gain   Value  Trade
---  -----  --------  --------  ----  ----  ----   ----   -----  -----
  1  FSCSX  10/26/09  11/27/09    32     7     1    1.6    6332
  2  FSHCX  11/09/09  12/10/09    31    10     1    4.1    8536
  1  FSTCX  11/27/09  12/31/09    34     5     1    5.1    6654
  2  FSAIX  12/10/09  01/11/10    32     7     1   11.1    9482
  1  FDCPX  12/31/09  02/01/10    32    27     1   -7.5    6155
  2  FSESX  01/11/10  02/11/10    31    16     1   -9.3    8604
  2  FDRXX  02/11/10  02/16/10     5     3     2    0.0    8604
  1  SPRXX  02/01/10  03/04/10    31    23     1    0.0    6155
  2  FSAIX  02/16/10  03/19/10    31    15     1    9.1    9389
  2  FDRXX  03/19/10  03/22/10     3    20    20    0.0    9389
  1  FSRFX  03/04/10  04/06/10    33     7     1   12.9    6951
  1  FDRXX  04/06/10  04/07/10     1    26    26    0.0    6951
  1  FSVLX  04/07/10   Holding    23    22     1   -0.9    6886
  2  FDLSX  03/22/10   Holding    39     1     1    8.1   10146       

LastValue  17032, AnnRet  14.8%, Mdd 40.0% on 10/09/08

If a trade is called for it is indicated in the Next Trade column -^-


If a buy for SPRXX is indicated, just simply stay in FDRXX or SPLXX, it is just another money market fund.

Mutual Fund Data provided by www.FastTrack.net

If a fund symbol is in that column then the action to be taken is to sell the current mutual fund in the left column tomorrow and to buy the fund in the Next Trade column. If the fund indicated is FDRXX or FSLXX then simply switch to a money market fund.

The system holds 2 positions at a time, each of which is approximately 50% of the total invested. The mutual fund held for each position is indicated by the number in the leftmost Pos column, 1 for the first, 2 for the second.

What if I miss a Fidelity Select Fund System Trade?

Occasionally you will miss a trade. If that happens, don’t panic. The best thing to do is simply go ahead and sell the mutual fund that was sold in the trade you missed, and put that money in your money market fund (e.g FSLXX). Then simply wait for the next trade and buy that mutual fund.

If you were only a day late and you wanted to go ahead and buy that fund anyhow, that may work out OK, but the majority of the time these sector funds are only held 31 days, so there’s a good chance you will pay the Fidelity Select Fund 0.75% penalty if you buy the fund after the trade date to stay in sync with the system.

Disclaimer: This material is for your private information. We are not soliciting any action based upon it. Opinions expressed are present opinions only. The material is based upon information considered reliable, but we do not represent that is accurate or complete, and it should not be relied upon as such. We, or persons involved in the preparation or issuance of this material may, from time to time, have long or short positions in, and buy or sell the securities or options of companies mentioned herein.