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"The Fidelity Independent Adviser features easy-to-follow models for both aggressive and conservative investors, including portfolios optimized for growth, growth and income, retirement income, international investments, and tax-efficient funds."
–Donald R Dion,
President and Chief Investment Strategist

The Sector Momentum Tracker provides a strategy that entails investing in exchange–traded funds (ETFs) and mutual funds using relative strength indicators. I will give you weekly advice on how to allocate your portfolio in the appropriate funds based on tested buy–and–sell signals and based on my future outlook on the marketplace, which is included in the newsletter. The Sector Momentum Tracker is a real–time trading strategy that monitors and evaluates 42 Fidelity Select mutual funds, 95 sector and commodity ETFs and 60 international and currency ETFs at all times, and then determines which funds you should invest in.

The model portfolios used are based on a quantitative, mechanical trading process that can be applied easily and systematically week after week, removing the emotion from your investment decisions. The newsletter features an extensive explanation about how its information and rankings can be used to your advantage. In addition, there is an in–depth look at a featured ETF or Fidelity Select fund in every issue. The newsletter also includes a model ETF Sector portfolio, an ETF International portfolio and a Fidelity Select Portfolio, and gives buy and sell recommendations and performance figures in every issue. These can be used as a basis or source of information for your own investment decisions.

After years of research and testing, the Fidelity Independent Adviser developed a system that analyzes the complex forces of supply and demand on fund prices. Once we apply our proprietary model, the Sector Momentum Tracker pinpoints those funds that are on an upswing and those that are trending down. The reason the Sector Momentum Tracker works is because it is always rotating investment dollars into the top performing sector and international funds as price movements dictate.

The Sector Momentum Tracker newsletter combines three former publications into one, including the ETF Momentum Tracker and PowerShares Momentum Tracker. The ETF Momentum Tracker had an annualized return of 26.6 percent in 2007 according to the Hulbert Financial Digest, a publication that tracks the performance of 180 financial newsletters, and it was a 2007 top-ten performer according to Peter Brimelow of CBS’s MarketWatch.com. You will find all of the data and knowledge you need in order to make informed and successful investment decisions for your portfolio in the Sector Momentum Tracker.

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  • Money-Back Guarantee on your subscription.
  • Email Delivery every Wednesday morning.
  • Helps individual investors time investment strategies
  • Tracks price movements of the Top ETF Funds.
  • Tracks price movements of the Fidelity Select Funds.
  • 52 Weekly Issues.
  • 13 weeks of momentum data, ranking each fund, and a guide on how to use rankings to make confident investment decisions.
  • Download the most recent issue You will receive email notification of the online newsletter at the beginning of the next subscription period.
  • My outlook on the markets and in–depth weekly profiles of the ETFs and mutual funds used in the newsletter.
  • Makes recommendations for ETF Sector, ETF International, and Fidelity Select buys and sells.
  • Model portfolios for Sector ETFs, International ETFs and Fidelity Select funds.

The Fidelity Independent Adviser is completely independent of, and not affiliated with, Fidelity Investments.
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