Bloomberg - July 24, 2018

It’s Time to Invest in China

May 2019

Earlier this year, I began to inform you about an ironic shift in my view of investing in China. The irony was not that my view changed from absolute avoidance to potential pursuit. The irony was that the more I thought about how China was reverting to the more extreme ways of its communist past, the more I began to think about market opportunities that could emerge in what is still, inarguably, a problematically unfree place. In this month's Fidelity Investor issue, I will discuss in much more detail why I’m changing my stance on investing in China and the... Read more

Markets Remain Volatile, Fidelity Investors Remain Calm

May 16, 2019

Fundamentals continue to be trumped by U.S.-China trade talk; in little more than one week’s time, we have shifted from a high probability of an optical trade deal between the U.S. and China to a higher probability for a protracted back-and-forth between the two superpowers and their respective super-economies.... Read more

Investing Through—Not in—Whirlwinds

Thanks in no small part to some tornadic tweets, in little more than one week's time, we have shifted from a high probability of an optical trade deal between the U.S. and China to a higher probability for a protracted back-and-forth between the two superpowers and their respective super-economies. So, once again, we need to ask, "Where do the market risks lie at this point amid U.S.-China negotiations?"... Read more

Fidelity Investor’s Model Portfolios have year-to-date returns through 4/30/19 of between 5.5% and 15.6%. The average investor at Fidelity gained 2.4% in April.
ModelYTD5-Year
(Annualized)
Global Quant Growth15.6%10.3%
Growth12.1%7.8%
Growth & Income8.8%6.8%
Income6.6%4.8%
Annuity Growth15.2%7.1%
Annuity Growth & Income12.6 6.3%
S&P 500 18.2%11.6%
Fidelity Investor Index 11.3%6.2%

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Awarded ‘2016 Newsletter Honor Roll’ by the independent Hulbert Financial Digest

Jim Lowell is Editor-in-Chief of the award-winning independent newsletters Fidelity Investor and Fidelity Sector Investor. Through his newsletters, Jim advises individual investors seeking superior performance from their Fidelity investments. He has also written several books on investing, Investing from Scratch (revised edition, Penguin, 2006) and What Every Fidelity Investor Needs to Know (Wiley, 2007) among them. Read more

Say goodbye to Index funds and Hello to Actively Managed funds

Jim Lowell adheres to the Cardinal Rule of Mutual Fund Investing: Buy the manager! He makes sure his subscribers, also known as “Fidelity’s Fortunate Few,” are protected and invested in Fidelity’s best funds.

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Tap into the Wealth-Building Power of Sector Trading

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