Wednesday June 30, 2010

Fidelity Independent Adviser Hotline Alert

We are making several portfolio changes this week. Please see below for details.

Visit http://www.fidelityadviser.com for more details on improving your mutual fund selections.

Please take a moment and add this email address to your address book or “safe list”: info@fidelityadviser.com  And for more information about email delivery problems or to make sure that our emails are not being blocked, please click here.

Model Updates

We are making the following portfolio changes. Please see your monthly newsletter when available for more details.

Fidelity Sector Portfolio
We are selling Fidelity Select Retailing (FSRPX) and purchasing Fidelity Select Energy (FSENX) with the proceeds.

NTF Sector Portfolio
We are selling ICON Consumer Discretionary (ICCCX) and purchasing ICON Energy (ICENX) with the proceeds.

NTF Tax Efficient Portfolio
We are selling Heartland Select Value (HRSVX) and purchasing Weitz Partners Value (WPVLX) with the proceeds.

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Sector Momentum Tracker: Featuring Domestic and International Sector Portfolios

It’s no secret that international markets have provided superior returns over the past couple of years. But many investors who might like to benefit from investing in overseas markets are not sure which international funds provide the best opportunity with the least risk. Our Sector Momentum Tracker International Portfolio may be the answer.

Every investor knows that the stock market can be volatile. When some industries are booming, others may be tumbling. At any given time, energy stocks may be surging while technology is not, or vice versa. It’s difficult for investors to predict which industries are going to experience growth and which are going to drop back. Our Sector Momentum Tracker Sector Portfolio can help guide you through this uncertainty.

With our Sector Momentum Tracker International Portfolio, the decisions in overseas investing are easy. Each week, we follow the best 29 international exchange traded funds (ETFs) from iShares and rank them using our proprietary momentum investment system to provide you with the fastest-moving international ETF funds. 

You don’t have to spend the time, effort and money to find out if Asian markets are performing better than Latin American or European markets. We will do all the work for you. When you subscribe to our Sector Momentum Tracker, we will tell you which international ETFs are performing best every week.  There is no guesswork. Simply follow our buy and sell recommendations each Wednesday.

It’s the same with our Sector Momentum Tracker Sector Portfolio. Each week we follow 26 iShares sector funds and rank them according to their momentum. We tell you which funds to put into your portfolio. Every week we tell you if you should sell one or more and buy others. It’s simple and effective.

Our rankings of these funds allow you to capitalize on the hottest investment sectors and international markets, while eliminating the need for you to research individual stocks or funds.

When you subscribe to the Sector Momentum Tracker you will get BOTH momentum rankings. You will receive our buy and sell recommendations for iShares international and sector ETFs each week, for one low price.

At Fidelity Independent Adviser, we believe that sound investment advice doesn’t have to be expensive. With our Sector Momentum Tracker you will receive both international and sector recommendations for only $299 for a one-year subscription.

Where else can you receive this advice for such a low price? Better yet, call (800) 548-3797 now and receive as many as 25 free issues with your subscription.

Or subscribe by visiting:  http://store.fidelityindependentadviser.com/etf1yr.html

And as an added bonus, you will receive two free reports when you subscribe for one year:

1. Winning with ETFs:  Learn everything you need to know about ETFs.  These funds provide a low-cost investment option that can compliment any portfolio.
2. Profiting from International ETFs:  In this special report, you'll discover low risk/high reward ways to invest in the world's best global ETFs and capitalize from this growing investment trend.

Right now you can receive the top momentum iShares international and sector ETFs each week, as well as our two valuable financial reports for the low price of $299. 

And if you call (800) 548-3797, we can add up to 25 free issues to you subscription.

Visit http://store.fidelityindependentadviser.com/etf1yr.html to subscribe or call (800) 548-3797. 

Subscription Help Center

We have a new Fidelity Independent Adviser Help Center to better assist you. Please click the link below and bookmark the page.

http://www.fidelityadviser.com/help_center.htm

Once there, simply: tell us who you are; select the Newsletter or Service you have a question or comment about; comment what you need help with, and we will respond as soon as possible.

Fidelity Independent Adviser is completely independent of, and not affiliated with, Fidelity Investments or any of the Fidelity mutual funds listed above.
 

Performance Disclosure.All models and tables presented in this publication are the product of Fidelity Independent Adviser Newsletter, LLC, an independent company operated by Donald R. Dion, Jr., President of Dion Money Management, LLC (DMM), a registered investment adviser that manages assets for individuals, families, trusts and non-profit organizations. The Fidelity Independent Adviser is completely independent of and not affiliated with Fidelity Investments. The model performance returns are compiled by Fidelity Independent Adviser from historical returns of a determined mix of selected mutual funds or exchange-traded funds based upon investment strategies. These results include the reinvestment of all dividends and capital gains. Beginning 3/31/2007, portfolio returns are net of Dion Money Management’s highest fee, 0.4375% per quarter.  The model results do not represent actual recommendations or trading. Model results do not reflect the impact of material economic and market factors that impact DMM's decision-making if DMM were actually managing clients' money. Because DMM manages its actual client portfolios according to each client's specific investment needs and circumstances, model results may in some cases differ significantly from the results our clients achieve, due in part to timing of the recommendations by DMM, market conditions, client money market balances, and timing of client deposits and withdrawals. In addition, client portfolios may contain less or more funds and may contain different funds in order to meet client needs.  Model performance results may have inherent limitations. No representation is made that any account will or is likely to achieve profits or losses similar to those shown, and there are frequently significant differences between hypothetical performance results subsequently achieved by following a particular strategy. Model trading does not involve financial risk, and no model trading record can completely account for the impact of financial risk associated with actual trading. Other factors related to the markets in general or the implementation of any specific trading strategy that can adversely affect actual trading results cannot be fully accounted for in the preparation of model performance results. The volatility of the S&P 500, Wilshire 5000, Russell 2000, Dow Jones and Nasdaq indices may be materially different from that of the client's account, the securities holdings of which may differ significantly from those of the indices. The indices' results shown reflect reinvestment of dividends unless otherwise noted. These indices have not been selected to represent appropriate benchmarks to compare the clients' performance, but rather are disclosed to allow for comparison of the client's performance to that of well-known, widely recognized indices. This material has been prepared solely for informational purposes. PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. All investments involve risk including loss of principal.

The Sector Momentum Tracker

The Sector Momentum Tracker newsletter had an annualized return of 26.6% in 2007 according to the Hulbert Financial Digest and was a 2007 top-ten performer according to Peter Brimelow of MartketWatch!

The Fidelity Independent Adviser Sector Momentum Tracker is a weekly strategy that entails investing in high-quality, top-performing exchange-traded funds. Each week we give you advice on how to allocate your portfolio in the appropriate funds based on tested buy-and-sell signals. Our approach to ETF investing is quantitative and focused exclusively on achieving exceptional long-term results. The Sector Momentum Tracker follows a real-time trading strategy that monitors and evaluates 78 sector and international iShares ETFs at all times and then determines which ETFs you should invest in based on recent momentum. That removes the guesswork, because our proprietary system tells you exactly what to do and when to do it. CLICK HERE for details or visit www.fidelityadviser.com.