If you can
you buy just 4 Fidelity Mutual Funds, and
If you can you switch Fidelity Funds Just 4 Times a Year
Then you can consistently beat the market!
And you'll do it with less risk!
Here at Fundztrader we work at creating model portfolios
that help individual investors like you beat the market,
but with lower risk than the market itself. We know you
want a system that is simple to follow, doesn't take
much of your time, and can be traded without a lot of
money. We've offered our Fidelity Select Mutual Fund
System for several years now, and it was up
over 100% in the first 4 years we published
it. But we've had many requests for a system
that is simpler to monitor and trade, so we came up with
the Fidelity Fund System.
This system holds just 4 Fidelity Investments Mutual Funds at one time, and then trades them just 4 times a year.
|
We monitor 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 4 Fidelity Funds once per calendar quarter,
holding the funds for 90 days. That way we
avoid the redemption fees and trading penalties that the
funds keep trying to add. That's about as simple as
you can get.
We use not only the Fidelity Select Fund Family and several of the Fidelity Investments equity income funds, but we increase our diversification by including several of Fidelity's international and real estate funds as well. With over 100 mutual funds to choose from, most of the time we can find a bullish fund. |
|
Year
|
2002
|
2003
|
2004
|
2005 |
Ann Return
|
MDD
|
|
Fidelity Fund System
|
10.8%
|
52.3%
|
21.7% | 17.9% | 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%
|
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 2005.
Our model portfolio is simple: Buy the four top mutual funds from our ranking during the first week or so of the calendar quarter, and hold them for 90 days. We repeat that process every quarter.
When you sign up, you get web access to:
- Fidelity Equity Fund System Trades
- Fidelity Select Fund System Trades
- Fidelity Seasonal System Trades
- Fidelity Select Fund rankings (Time your own trades)
- Fidelity Equity Fund rankings (Use these to trade the funds available in your retirement account)
- ETF System Trades
- ETF Fund Rankings (Pick your own trades)
Once again, just click here to get started Creating Wealth Trading Mutual Funds. It really beats the index fund "solution."