- We continue to track the performance of the FidelitySignal Aggressive Growth strategy (see details in previous article) in a difficult investment environment
- Increased market volatility resulted in a sell signal for the materials sector fund, while the other components of the strategy continue to advance
- As the next earnings season approaches, the economic effect of the strengthening dollar may cause additional volatility
The FidelitySignal Aggressive Growth strategy continues to outperform the market in 2015. The current asset allocation is as follows:
Increased volatility in the materials sector resulted in a sell signal for the Fidelity Select Materials Fund (FSDPX) and the fund was removed from the portfolio:
The other portfolio components, such as the Fidelity Southeast Asia Fund (FSEAX), the Fidelity Construction and Housing Fund (FSHOX), the Fidelity Select Medical Delivery Fund (FSMEX) and the Fidelity Select Consumer Staples Fund (FSDAX) have contributed to the strong performance of the strategy in 2015:
Visit FidelitySignal.com for additional investment strategies.