SystemTrader's Fidelity Select Timing Portfolio

[mlk_man]

imported post

I agree with your assessment of Cananda.

This is my long term play on the water factor:

http://biz.yahoo.com/bw/051115/20051115005355.html?.v=1

 

[SystemTrader]

imported post

No changes. Still holding the same funds.

Current Fidelity Selectfunds

Paper & Forest (FSPFX) 11/21 purchase date

Electronics (FSELX) 12/5/purchase date

1/3/05-12/2/05results (backtested through July '05 andrun in real time since):

Fidelity Select Portfolio: 15.87%

S&P 500: 4.77%

 

[SystemTrader]

imported post

Sorry, a little late on the weekend update. However, there were no changes. Still holding the same funds.

Current Fidelity Selectfunds

Paper & Forest (FSPFX) 11/21 purchase date

Electronics (FSELX) 12/5/purchase date

1/3/05-12/16/05results (backtested through July '05 andrun in real time since):

Fidelity Select Portfolio: 15.65%

S&P 500: 5.43%

 

[SystemTrader]

imported post

One change for this week: we'll replace the Paper & Forest fund for Air Transports (FSAIX) at the market's close on Monday, 12/26..

Current Fidelity Selectfunds

Paper & Forest (FSAIX) 12/26 purchase date

Electronics (FSELX) 12/5/purchase date

1/3/05-12/23/05results (backtested through July '05 andrun in real time since):

Fidelity Select Portfolio: 17.26%

S&P 500: 5.54%

 

[SystemTrader]

imported post

Oops, the transaction to replace the Paper & Forest fund with Air Transports should be 12/27 since the market is closed today.

ST



SystemTrader wrote:

One change for this week: we'll replace the Paper & Forest fund for Air Transports (FSAIX) at the market's close on Monday, 12/26..

Current Fidelity Selectfunds

Paper & Forest (FSAIX) 12/26 purchase date

Electronics (FSELX) 12/5/purchase date

1/3/05-12/23/05results (backtested through July '05 andrun in real time since):

Fidelity Select Portfolio: 17.26%

S&P 500: 5.54%

 

[Sr]

imported post

SystemTrader wrote:

Oops, the transaction to replace the Paper & Forest fund with Air Transports should be 12/27 since the market is closed today.

ST

perhaps the fund you are going in also has the wrong symbol or name

 

[SystemTrader]

imported post

Yep, I labeled it correctly the first time butmixed up the name and symbol thesecond time. Thanks.Thefund I'm going inshould be:

Fidelity Select Air Transportation (FSAIX)

and I'll be exiting Paper and Forest (FSPFX).

Thanks,

ST



Sr wrote:

SystemTrader wrote:

Oops, the transaction to replace the Paper & Forest fund with Air Transports should be 12/27 since the market is closed today.

ST

perhaps the fund you are going in also has the wrong symbol or name

 

[SystemTrader]

imported post

No changes this week.

Current Fidelity Selectfunds

Air Transports(FSAIX) 12/26 purchase date

Electronics (FSELX) 12/5/purchase date

2005 Final Results (1/3/05-12/30/05, backtested through July '05 andrun in real time since):

Fidelity Select Portfolio: 15.28%

S&P 500: 3.84%

 

[SystemTrader]

I just updated my Gold Fund Timing Model. It received its first signal of 2006.

I haven't been updating the Fidelity Select Portfolio this year, as it's more labor-intensive than the Gold Model. And I guess I've just been a little lazy. But I can update the Fidelity Select weekly if there's any interest. So far it's having a decent year, up around 4.5%. It isn't setting any world-records, but is beating the S&P 500 benchmark.

ST