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Strategies & Market Trends : Fidelity Select Sector funds -- Ignore unavailable to you. Want to Upgrade?

To: Julius Wong who wrote (908)	8/29/1998 11:28:00 AM
From: Julius Wong	Read Replies (2) \| Respond to of 4916

The following table compares the recent decline of Fidelity Select funds from the July 1998 high Symbol 08/28/98 Jul High % Down ------ -------- -------- ------ FSPHX 120.65 131.00 7.90 FSUTX 53.13 57.96 8.33 FDCPX 45.40 50.33 9.80 FDFAX 44.31 49.45 10.39 FSRPX 52.68 59.59 11.60 SP-500 1027.25 1186.75 13.44 FSCPX 26.61 30.79 13.58 DJ-30 8051.68 9337.97 13.77 FBIOX 28.96 33.60 13.81 FBMPX 32.43 38.04 14.75 FBSOX 10.85 12.77 15.04 FSPTX 50.50 60.05 15.90 FSHOX 23.52 28.02 16.06 FSELX 28.73 34.41 16.51 FDLSX 60.90 73.16 16.76 FSCHX 34.36 41.67 17.54 FSDCX 19.69 23.94 17.75 FSPCX 37.40 45.56 17.91 FSCGX 23.38 28.50 17.96 NASDAQ 1639.68 2014.25 18.60 FSAVX 21.70 26.83 19.12 FSPFX 17.18 21.56 20.32 FSCSX 41.07 51.65 20.48 FSDAX 30.12 38.02 20.78 FSTCX 49.09 62.80 21.83 Russell 358.54 463.64 22.67 2000 FIDSX 85.42 110.80 22.91 FSENX 16.52 21.52 23.23 FSRFX 21.64 28.26 23.43 FSRBX 37.25 49.10 24.13 FSAIX 23.22 31.06 25.24 FSHCX 20.82 28.09 25.88 FSVLX 41.13 56.60 27.33 FSLBX 35.02 48.29 27.48 FSAGX 9.19 13.42 31.52 FDPMX 6.44 9.42 31.63 FSESX 14.36 25.72 44.17

To: Julius Wong who wrote (908)	9/2/1998 9:27:00 PM
From: Julius Wong	Respond to of 4916

I am a member of the Louisville Section of American Association of Individual Investors (AAII). In the last 12 months, I gave 4 investment seminars to our members. Each seminar was 3-4 hours. I was asked by members to establish a mutual fund portfolio for entertainment. I think this is not a bad idea. But why I start the Entertainment portfolio at this time, in a volatile market? Any good investment methodology must pass the market test, in both favorable and unfavorable conditions. The 'E Portfolio' is a paper trading account with the following features: 1. I like two types of funds: strong funds and beaten down funds. 2. The model is based on dynamics, classical and modern. 3. My software tool is TC2000 V.3. 4. For simplicity I use the close price. 5. I'll post updates on E Portfolio on a regular base. E Portfolio: 50% Brokerage (FSLBX), $33,41 50% Home Finance (FSVLX), $41.37