Stay with the leaders and avoid the laggards. Each month, we rank three pools of Fidelity funds based on C, our risk-adjusted relative strength metric. We hold at least three positions. We “force” at least a two or three month hold and then, if necessary, rotate with the leaders. We provide an income oriented portfolio based on C and a general portfolio based on the C rank of a cross section of equity, bonds, and balanced Fidelity funds. We also provide a growth only portfolio.
Fidelity Funds Newsletter:
Fidelity 12.18 updated 12/3/18 1:03pm