Скачать или смотреть "Experts Recommend FITLX – Find Out Why!"

FITLX chapters

OUTLINE:

00:00:00 Introduction and Initial Question
00:00:40 Fidelity Contrafund Basic Information
00:01:58 Performance Analysis
00:03:21 Maximum Drawdown
00:04:25 Dollar Cost Averaging
00:05:22 Conclusion

VOO vs. FSELX vs. FITLX: Which is the Better Investment?
When comparing the Vanguard S&P 500 ETF (VOO), the Fidelity Select Technology Portfolio (FSELX), and the Index, we gain insights into their performance, risk, and overall suitability for different types of investors. Let’s dive into the details.

Performance Metrics
Start and End Balances:

VOO: Starts with $10,000 and ends with $272,132.
FSELX: Starts with $10,000 and ends with $499,923.
Index: Starts with $10,000 and ends with $279,794.
Insight: FSELX significantly outperforms both VOO and the Index in terms of final balance.

Annualized Return (CAGR):

VOO: 68.48%
FSELX: 85.46%
Index: 69.22%
Insight: FSELX has the highest annualized return, suggesting a more aggressive growth strategy compared to VOO and the Index.

Time-Weighted Rate of Return (TWRR):

VOO: 12.31%
FSELX: 27.83%
Index: 13.09%
Insight: FSELX shows a significantly higher TWRR, indicating better performance consistency over time.

Money-Weighted Rate of Return (MWRR):

VOO: 13.06%
FSELX: 32.06%
Index: 13.92%
Insight: FSELX again outperforms, suggesting it has managed cash flows more effectively to generate higher returns.

Risk Metrics
Standard Deviation:

VOO: 17.75%
FSELX: 32.29%
Index: 17.87%
Insight: FSELX has a much higher standard deviation, indicating greater volatility and risk compared to VOO and the Index.

Best Year:

VOO: 31.35%
FSELX: 78.14%
Index: 31.57%
Insight: FSELX had a significantly better best year, highlighting its potential for high returns.

Worst Year:

VOO: -18.19%
FSELX: -35.18%
Index: -20.27%
Insight: FSELX also experienced the worst downturn, reflecting its higher risk profile.

Maximum Drawdown:

VOO: -14.09%
FSELX: -34.45%
Index: -15.62%
Insight: FSELX suffered the largest maximum drawdown, which is a critical measure for risk-averse investors.

Maximum Drawdown (excluding cashflows):

VOO: -23.91%
FSELX: -40.74%
Index: -25.94%
Insight: Excluding cashflows, FSELX still experiences the most significant drawdown.

Risk-Adjusted Returns
Sharpe Ratio:

VOO: 0.63
FSELX: 0.86
Index: 0.67
Insight: FSELX has the highest Sharpe Ratio, indicating better risk-adjusted returns.

Sortino Ratio:

VOO: 0.96
FSELX: 1.42
Index: 1.02
Insight: FSELX again leads in the Sortino Ratio, reinforcing its superior risk-adjusted performance.

Conclusion
FSELX offers the highest returns and best performance metrics but comes with significantly higher risk and volatility. It may be suitable for aggressive investors seeking maximum growth and who can tolerate substantial fluctuations.

VOO provides a balance of good returns with lower risk compared to FSELX, making it a more moderate choice for investors who prefer a mix of growth and stability.

The Index serves as a benchmark and provides a solid middle ground in terms of performance and risk, suitable for conservative investors seeking steady returns with lower risk.

In summary, FSELX is ideal for aggressive growth investors, VOO for moderate investors, and the Index for conservative investors. Your choice should align with your risk tolerance and investment goals.

Affiliate Disclosure

I want to inform you that I am an affiliate for the following products. This means I may earn a commission if you make a purchase through the links provided. However, I only promote products that I believe can genuinely help you enhance your skills and achieve your goals.

1. Credit Repair
If you're looking to improve your credit score and repair your credit history, check out this effective solution:

https://shorturl.at/9atdN

2. Automated Investment Strategy
For those interested in automating their investments and simplifying the process, I recommend this automated strategy builder:

https://hop.clickbank.net/?affiliate=...

3. Productivity Hacks
To elevate your productivity and learn effective techniques for managing your time, explore this program:

https://shorturl.at/2kAOQ

Feel free to explore these resources, and remember that your success is important!