Fox Business October 19, 2021

A Shot of Stimulus and Tapering

October 2021

My title is intentionally contradictory but not contentious… When it comes to another massive stimulus injection via the government’s high-probability-of-passing infrastructure spend, and the Fed’s no-surprise approach to opening the door to tapering, neither seem anything other than faits accomplis. More stimulus at the same market moment that the Fed starts tapering… A pushmi-pullyu.... Read more

Market Highs Suggest Investors Aren’t Spooked… Yet

October 21, 2021

Investors don’t seem to see higher stock prices as scary and consumers don’t seem spooked by higher costs for goods and services… yet.... Read more

Boo!

Investors seem to be scaring themselves about higher prices, but consumers don’t seem spooked by them… yet.... Read more

Fidelity Investor’s Model Portfolios have year-to-date returns through 9/30/21 of between 1.8% and 12.8%. The average investor at Fidelity gained 2.4% in August.
ModelYTD5-Year
(Annualized)
Global Quant Growth6.8%13.6%
Global Quant Income1.1%N/A
Growth7.9%12.4%
ESG GrowthN/AN/A
Factor+8.6%N/A
Growth & Income9.2%8.8%
Income4.1%4.4%
Annuity Growth5.6%11.7%
Annuity Growth & Income5.6%9.8%
S&P 500 16.1%16.9%
Fidelity Investor Index 9.8%11.3%

You don't want to own too many funds that are similar, but how do you tell?

A high correlation between funds may mean that your portfolio of funds is not as diverse as you might want it to be. While other tools may compare funds only to the S&P 500, you can use this tool to determine how closely the performance of one Fidelity fund tracks that of any other Fidelity fund. Compare all the funds that you own. To diversify, look for funds that have low correlation with one another.

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

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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