Bloomberg - July 24, 2018

Lighting the Way in Dark Times

December 2018

It’s never easy to navigate any given year’s marketplace. This year has seen a return of tempestuous times and markets that feel anomalously moody, but which are in my estimation par for a reversion to any market’s more normal sea state. But as we come to another year’s close, let me not leave this unsaid: All of us here at Fidelity Investor are deeply thankful to all our members—longstanding and new. You make this uniquely independent investment service second to none! And we are tireless in our pursuit of delivering you the best independent investment advice your Fidelity dollars can... Read more

Markets Chasing Tales

December 13, 2018

Tales of various markets’ crypts have proven to be both hauntingly persistent and de facto exaggerated. In terms of actual market performance, the S&P 500 is still hovering above where it began the year, while international markets are down for the year, but have enjoyed a China-trade-war and Brexit-relief rally this week.... Read more

FSI’s Market Forecast

November 15, 2018

“If you don’t like the weather in New England now, just wait a few minutes.” This quote is attributed to Mark Twain, but I have yet to find it in his works. Still, I think it captures the economic environment and market landscape we find ourselves in. Historically, there is nothing new about this kind of fretful state. And recently, none of the fears on my watch list have receded from their current flood levels. For now, despite the heightened drama in the day-to-day markets, nothing has changed FSI’s cautious and technically based near-term investment view: Defense still makes the... Read more

Fidelity Investor’s models have 11/30/2018 year-to-date returns of between 0.47% and 1.5%. The average Fidelity investor’s portfolio gained 1.1% in September.
ModelYTD5-Year
(Annualized)
Global Quant Growth2.9%9.5%
Growth0.2%7.7%
Growth & Income0.7%6.9%
Income0.4%4.6%
Annuity Growth2.4%6.3%
Annuity Growth & Income2.0%5.6%
S&P 500 4.8%11.1%
Fidelity Investor Index 1.4%5.6%

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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

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