Beat the market trading
Fidelity Mutual Funds 4 times a year,
what could be simpler?
We've offered the Fidelity Select Mutual Funds System for
several years now, with great success. But we've also had
many requests for a system that is simpler to monitor and
trade than the Select System, so we are now publishing the
Fidelity Fund System.
This system monitors over 100 mutual funds in the Fidelity Investments
family. In order to make use of this many funds (many
have early redemption fees) this system trades the top
Fidelity Funds once per calendar quarter, holding the funds
for 90 days.
This allows us to use the Fidelity Select Fund Family,
several of the Fidelity equity income funds, and increase
our diversification by including several of Fidelity's
international and real estate mutual funds. With over 100
mutual funds to choose from, most of the time there will be
strength in at least a couple of sector funds.
|
Year
|
2002
|
2003
|
2004
|
2005 |
Ann Return
|
MDD
|
|
Fidelity Fund System
|
6.1%
|
50.2%
|
22.7% | 19.1% | 24.8% |
-18.9%
|
|
Nasdaq (QQQQ)
|
-37.4%
|
49.7%
|
10.5% | 1.6% | 1.3% |
-34.0%
|
|
S&P 500 (VFINX)
|
-22.2%
|
28.5%
|
10.7% | 4.8% | 3.8% |
-33.8%
|
The MDD stand for Maximum
Drawdown (the maximum amount the account decreased from
it's previous peak).
As you can see, this system gets good returns when the
market is up, and during periods of extreme market weakness
still outperforms the major indexes. Note: past performance
is no guarantee of future performance.
We've backtested the system for over 10 years, and went live in July 2005. We started publishing it in September. The system returns are actually higher than those for the Select fund system, but we expect to see somewhat higher drawdowns in market weakness.
When you sign up, you get web access to:
- ETF System Trades
- ETF Fund Rankings (Pick your own trades)
- Fidelity Equity Fund System Trades
- Fidelity Select Fund System Trades
- Fidelity Seasonal System Trades
- Fidelity Select Fund rankings (You can time your own trades)
- Fidelity Equity Fund rankings (You can use these to trade the funds available in your account)
Not Ready to sign up yet? Want to know
more?
Here’s what we have done. We've put together a FREE
report on the
Success Investing in Mutual
Funds.
There's no obligation, all you have to do is give us your
name and email address. You don't have to buy anything, but
we think you will find the information in this course to be
not only a refreshing change of pace from the normal advice
you see, but effective as well. There's no obligation to
buy anything. But you will learn how to beat the markets,
and do it trading just a few times a year.
Why should you bother to look? Because using the approaches
in this report, over the first 4 years we published our
system
The S&P 500 was up less than 3 % per year
Our system was up 16% a year
You can get that kind of advantage too! To start on the
path to building real wealth with mutual funds, simply put
your name and email address in the form below.
By the way, we hate spam
as much as you do. We promise we won't rent, sell, or trade
your email address when you sign up. And if you change your
mind you can easily remove your email address from our
database.