Bloomberg - July 24, 2018

What’s on My Mid-Year Risk and Return Radar Screens

July 2019

These days, I’m often asked what is on my radar screen—meaning, what do I see that could be potentially interesting or alarming? But the question is a bit off-center; on a radar screen all you see are blips that you have to interpret and, at least in terms of my experience, the only way to ensure the accuracy of your interpretation is to run with the radar on during sunny days when you can see what the blip translates into. If you wait for stormy days to try and figure out what’s on your radar screen, your odds of being... Read more

Don’t Let Horrible Headlines Dictate Terrible Investment Decisions

July 18, 2019

If you lived according to the Weather Channel’s views, you’d never leave your house or ever head to a beach. Similarly, if your investment barometer was set by the channels you watch and the papers you read, you’d never put a dime to work.... Read more

Updating the Investment Checklist

These days, I’m often asked what is on my and FSI’s radar screen—meaning what do I see and what does FSI’s proprietary trading system see that could be potentially interesting or alarming? FSI and I have been interpreting bull, bear and indifferent market blips for 20 years. As to what FSI sees on its market radar screens: I’ll get to all the blips (and their correlated negative and positive momentum) that it sees immediately in your July issue.... Read more

Fidelity Investor’s Model Portfolios have year-to-date returns through 6/28/19 of between 7.4% and 17.4%. The average investor at Fidelity gained 4.3% in June.
ModelYTD5-Year
(Annualized)
Global Quant Growth17.4%9.4%
Growth12.9%6.9%
Growth & Income10.1%6.1%
Income7.8%4.2%
Annuity Growth15.9%6.4%
Annuity Growth & Income13.4%5.6%
S&P 500 18.5%10.7%
Fidelity Investor Index 12.0%5.7%

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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