The AI Fund Portfolio uses industry group forecasts to allocate investments among 41 Fidelity Select Portfolio mutual funds. The table lists the date and price at which each fund was purchased, any actions to be taken this month, the current price, and the % gain as of the publication date. Buy prices are adjusted for any fund dividends or distributions. The model portfolio performance is charted on the Performance Score Card page.

Each of the 10 investment positions represents approximately 10% of the total portfolio value. So, for instance, if two investment positions are in the same mutual fund, then approximately 20% of the total portfolio value is invested in that fund. For a cross reference of Dow Jones Industry Groups to related Fidelity Select Mutual Funds, click on Mutual Fund Cross Reference.

The managing members of Top-Down Market Research, LLC invest in the funds listed in the AI Fund Portfolio, but do not buy or sell positions until after the AI Stock Forecast is published and subscribers are notified.