T.R | Title | User | Personal Name | Date | Lines |
---|
363.1 | Fidelity Insight... | MILKWY::JSIEGEL | | Mon Jan 25 1993 12:44 | 6 |
| I got the same offer recently, and decided to try it, since you can get
a full refund after reviewing the 1st 2 issues. I'm waiting for the
first one to come. But I'm also interested in opinions from anyone who
is familiar with this newsletter.
Jon
|
363.2 | It's worth a try | KOALA::DIMSUM::grinnell | | Mon Jan 25 1993 16:05 | 10 |
| I've gotten it for a few months, and I have followed some of his
recommendations, most to good profit (the exception, Europe fund, is still flat
this year.) I think his charts are great, and the model portfolios are doing
well. I want to be a very low maintenance investor, so I'm willing to pass on
getting the absolute *best* fund in any investment type to stick with one fund
family. I like have someone do some research on that fund family and give me a
summary, too, and I think he's doing a good job. But there are no gurus. You
can't put all your trust in anyone's investment advice, not Uncle Fred and not
MFIA. So, <sigh>, I guess we'll just have to keep paying attention to the
world out there. Just when I thought I was safe...
|
363.3 | good stuff! | CSLALL::TMORAN | | Mon Jan 25 1993 16:43 | 10 |
| I have been getting this newsletter for the last 9 months and I
recommend it highly. The author is a former employee that knows
both the business and the fund managers. He provides excellent models
and supplies updated data on each fund monthly. His track record is
excellent. I only wish that I signed up earlier.
Hope this helps.
|
363.4 | Address Please? | ULYSSE::JULLIEN | Vincent Jullien - Telecom Network Management Program | Tue Jan 26 1993 09:56 | 3 |
| Sounds interesting. Can you include their address in this conference?
Thanks, Vincent
|
363.5 | | KOALA::DIMSUM::grinnell | | Tue Jan 26 1993 12:17 | 10 |
| I think you can write to the address below and request a free copy of
"Fidelity Profit Alert", their sales pitch.
Mutual Fund Investors Association
PO Box 9135
Wellesley Hills, MA 02181-9415
or try
(617)235-4432
|
363.6 | Thx and further contact info | MCIS2::SHERWIN | Jim Sherwin | Wed Jan 27 1993 09:26 | 11 |
| re: .2 and .3
Thx for the feedback!
I think I'll give it a try.
re: .4
In addition to the info in .5, they can be reached at 1-800-638-1987 or
via FAX at 1-617-235-5467.
|
363.7 | call 800-444-6342 | BRASS::KRIEGER | Think positive, make a difference every day | Wed Jan 27 1993 13:58 | 12 |
|
the previous 800 number is for placing orders ...
for getting a free copy of the news letter call 800-444-6342
she asked where I heard about it -- I told her a "computer bulletin board"
It definately was not one of her menu choices -- I tried to explain,
but to no avail ...
jgk
|
363.8 | One thumbs up, worth the $99 bucks for single fund family investors | SFC01::SFC01::SMITHP | Written but not read | Thu Jan 28 1993 13:40 | 13 |
| I have recieved this for a few years. Their growth model goal is to beat the
SP500 with less risk. They have done that. They have done a great job of
weeding through Fido funds an picking the 4/5 that are worth holding. They have
done a so-so job at market timing, but thats not their stated goal anyway. They
have had 2-4 trades in their growth model per year on average which suits my
style just fine. I still give them a one thumbs up and will renew again for the
following reasons:
.Their fund picking is usually top draw.
.Advance notice of new funds about to be issued (based on SEC filing
research). They were on Low-Priced Stock fund from day one, months
before the media types caught on.
.Interviews with fund managers, can be very revealing at times.
|
363.9 | $99/yr for 30% return rate... | FREEBE::NEARY | Bob Neary | Mon Feb 01 1993 15:31 | 20 |
| I've subscribed for a few years and have been very happy with the
results. My only problem was averaging into the funds over time.
When I first got onboard I saw what he recommended and "nibbled" at
recommendations. I intended to average in over a few months or so until
I reached his percentages, say
25% capital + income
25% low-priced stock
25% Spartan LTD
25% value.
However, after a few months all the funds were up 10-15% or so. I
figured that it couldn't keep up like that -- WRONG !.
It just so happened that he picked the top funds a few years in a row.
Capital + Income and Low Priced Stock were up 25-30% a year for a few
years. I made 30% on what money I had put there but had I followed like
I should have, I would have had a 30% return on a much larger base.
Very happy with his advice and will continue to subscribe.
|
363.10 | Luck or skill? | SLOAN::HOM | | Sun Feb 14 1993 23:40 | 12 |
|
In 1992, 27 out of 30 (90%) Fidelity equity funds beat the SP500.
In 1991, 18 out of 29 (62%) Fidelity equity funds beat the SP500.
It appears that anyone investing with Fidelity would have done fairly
well.
Gim
|
363.11 | Skill, not luck IMHO | DABEAN::NEARY | Bob Neary | Sun Feb 21 1993 20:54 | 20 |
| re .10
Gim,
There's nothing in this for me. The S&P500 was up 7.6% in 1992.
He had me in Low-priced stock -- UP 29.0% (BTW #1 growth fund)
Capital & Income -- UP 28.1% (BTW #1 bond fund )
Value -- UP 21.2% (BTW #2 growth fund)
Inv Grade Bond -- UP 8.3% (Money Mkt alternative)
Europe -- DN 2.5% (Coming on now. rates down)
In previous years he had similiar results. He has been recommending
Select S&L and Regional Banks for three years in his Speculative Model
Regional Banks -- up 48.5% in '92 and 65.8% in '91
Savings and Loan - up 57.9% in '92 and 64.6% in '91.
Do what you like but I'm a believer.
|
363.12 | Two questions re: newsletter model portfolios | CADSYS::RUBIN | Diana | Thu Mar 11 1993 13:30 | 20 |
| Re:
> He had me in Low-priced stock -- UP 29.0% (BTW #1 growth fund)
> Capital & Income -- UP 28.1% (BTW #1 bond fund )
> Value -- UP 21.2% (BTW #2 growth fund)
> Inv Grade Bond -- UP 8.3% (Money Mkt alternative)
> Europe -- DN 2.5% (Coming on now. rates down)
1. Logistically, if one decides to follow one of the recommended portfolios
in the MFIA newletter, what do you do about the Low-Priced Stock fund since
it's now closed to new investors? Does he give alternatives to this
particular fund?
2. Have Sheldon Jacobs model portfolios (No-Load Mutual Fund Investor
Newsletter) done as well as MFIA's?
Diana
|
363.13 | | MKOTS4::REDZIN::DCOX | | Thu Mar 11 1993 14:13 | 8 |
| Unless something is in the mail......
Fidelity Low Price SF is not closed to new investors. It was closed
for a while last year since the inflow of cash was so much that the
manager could no longer meet the goals of the fund. What HAS changes,
is that thre now is a 3% sales charge for new purchases.
Dave
|