Here We Go Again

November 2020

Fittingly, and as expected, we ended October on a spooky note. Yet, the anticipated second wave of the coronavirus appears to have frightened investors who knew it was coming. Unfortunately, this is not a movie.... Read more

Be Thankful

November 25, 2020

Thankfully, the markets continue to rally. And on a thankful note, I want to share my 2020 Thanksgiving Blessing with all of you who have gathered around Fidelity Investor’s table for decades, years or just joining us now.... Read more

Is the Second Wave of the Pandemic Priced into Markets?

November 19, 2020

Here and now, post-election dust-ups are likely to be a source of recurring friction, and the whirlwinds of the pandemic are picking up in scope, scale, rapidity and morbidity, there’s not much else to report… But of course, that’s more than enough to have to contend with.... Read more

Fidelity Investor’s Model Portfolios have year-to-date returns through 10/31/20 of between -1.8% and 7.2%. The average investor at Fidelity lost 1.4% in October.

ModelYTD5-Year
(Annualized)
Global Quant Growth1.2%10.3%
Global Quant Income4.0%N/A
Growth7.2%9.1%
Factor+N/AN/A
Growth & Income0.1%6.6%
Income-1.8%3.8%
Annuity Growth4.6%8.6%
Annuity Growth & Income2.3%7.3%
S&P 500 2.8%11.7%
Fidelity Investor Index 3.7%7.0%

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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