CNBC - October 3, 2017

Tending Growth Concerns

October 2017

A wild patch of verdant green near my home has produced the kind of organic growth that, at a distance, is majestic to behold. Up close, though, you’ll find the ravages that decades of neglect engenders. Not enough light from above, and too much inattention down below, threatens to uproot rather than nourish growth. My efforts to encourage healthy growth out in the yard has made me reflect more about the prospects for further growth in our model portfolios. I have reviewed each portfolio to ensure they are well-grounded in terms of their defensive characteristics, and they are in much... Read more

No New News, More Record Highs

October 12, 2017

My model portfolios remain well-positioned for the slow growth, not no growth, road that all the facts I’ve seen suggest we remain on. As we get closer to year-end, and if we get closer to being able to know what the actual tax reform plan is, as well as the probability and timing of its implementation, trades and even rebalancing might make sense. For now, however, there are no new trades recommended for any of my model portfolios.... Read more

Heat Lightning

September 21, 2017

Heat lightning may startle the eye, but it rarely strikes the earth close enough to the observer to do any lasting damage … similar to the effect that a few down days, or a few down hours, may have on our portfolios during this record-topping market (the second-longest bull market since World War II). And while I can’t see any fundamental evidence for a current, major shock to the system, I also don’t have to look far to find plenty to be watchful about: North Korea, Mother Nature, human nature, etc. So far, however, all known threats have proven to... Read more

Fidelity Investor’s models have 9/30/17 year-to-date returns of between 5.7% and 17.2%. The average Fidelity investor’s portfolio gained 1.0% in September.
ModelYTD5-Year
(Annualized)
Global Quant17.2%13.9%
Aggressive Growth15.6%12.1%
Growth14.4%11.8%
Growth & Income12.0%10.9%
Income5.7%7.8%
Annuity Growth16.3%9.5%
Annuity Growth & Income14.1%8.8%

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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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These long-term sector investments are selected based on Jim’s proprietary Fidelity Sector Investor fund-scoring system and set to deliver big profits.

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