I must start this post with my sincere thanks for the comments you all left me on my semi-retirement post. I was treuly moved by your comments.
Because when one semi-retires from something, no one wants to hear that the semi-retiree has been doing nothing. That would represent pure laziness and sloth. Why would one semi-retire if he was going to do nothing? Indeud, I have been enjoying semi-retirement, having recently purchased a beautiful piece of property on the Cacapon River, West Virginia’s cleanest river.
I caught a nice smallmouth shortly after this picture was taken.
So life is good. Which is a nice segue to the reason I am posting this, which is that my Fidelity Sector Fund Rotational System killed it in July, and surged ahead of its $SPY benchmark.
The system rocketed up 7.5% in July, once again outperforming $SPY, which gained only 5.2%. The system is also outperforming $SPY in August, but the month is not even half-finished.
Year-to-date, the system has logged gains of 20.8%, and that is net of fees, commissions, etc. $SPY has gained 19.1% YTD.
The top five ranked Fidelity Sector Funds are as follows:
- FSAVX (Automotive)
- FSRPX (Retailing)
- FBSOX (IT Services)
- FSRBX (Banking)
- FSPHX (Healthcare)
The system rotated into some new funds last week. It is currently holding FSAVX, FSRBX, and FSRPX.
I’ll leave you with a little chart porn. Below is the equity curve and monthly performance for the system, starting in 2012. I use 2012 because that is when I started trading the system in real-time. Click on the graphic to make it larger.
Best to everyone!