Fox Business September 16, 2021

The Wonderful Year

September 2021

Imagine if you will that these two frigates are not firing broadsides into one another but are both aiming to destroy an invisible enemy that has come between them and their intended commerce.... Read more

China Is Too Big To Fail, Evergrande Is Not

September 23, 2021

This week, as if we needed reminding, we saw that what happens in China doesn’t stay in China. (I’ll have more to say on this in your forthcoming October issue, too.) In short, we saw a company squall become a market storm front… for good reasons.... Read more

Do Peaks Mean Valleys… Or More Peaks?

September 16, 2021

Have we reached peak inflation? Peak COVID fears? Peak Markets? In addition to those questions, there’s plenty of issues to think through, but nothing on this week’s docket suggests there’s a major momentum or market trend breakdown or breakthrough.... Read more

Fidelity Investor’s Model Portfolios have year-to-date returns through 8/31/21 of between 1.8% and 12.8%. The average investor at Fidelity gained 2.4% in August.
ModelYTD5-Year
(Annualized)
Global Quant Growth11.5%14.9%
Global Quant Income1.8%N/A
Growth12.2%13.4%
ESG GrowthN/AN/A
Factor+11.6%N/A
Growth & Income12.8%9.6%
Income5.0%4.6%
Annuity Growth10.3%12.9%
Annuity Growth & Income9.3%10.7%
S&P 500 21.7%18.0%
Fidelity Investor Index 14.0%12.2%

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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