Varney Show December 1, 2021

Playing Pandemic Ping-Pong

December 2021

Investors can play inflation roulette, but it’s the pandemic ping-pong match between fear and fundamentals that matters most. After a day of being thankful, global markets turned from fretful to fearful as news of a new COVID-19 variant in South Africa—now named Omicron—sent a selling shudder across most boards and bourses.... Read more

Omicron Versus the Markets

December 2, 2021

The recently discovered and newly named Omicron COVID variant began spooking global markets last Friday, giving gave way to this week’s fear of something we know very little about. That’s how fear works… flight or fight. It could become more of an issue, or less... as I detail in your December issue, Playing Pandemic Ping-Pong. I’ll let the facts, not the fears, be my guide. No matter what, we know how to fight through trying times.... Read more

Giving Thanks

November 24, 2021

Since last week’s FSI Hotline, we’ve seen a handful of down-to-earth reports this week: regional manufacturing gauges showing activity continuing to rise, reflecting the theme of rebounding. Another: retail sales rose, reflecting a willing and able consumer heading into the holiday spending season, but also reflecting paying higher prices for everything from gas to milk.... Read more

Fidelity Investor’s Model Portfolios have year-to-date returns through 11/30/21 of between 1.2% and 11.7%. The average investor at Fidelity gained 1.2% in November.
ModelYTD5-Year
(Annualized)
Global Quant Growth9.3%14.1%
Global Quant Income1.2%N/A
Growth10.2%12.7%
ESG GrowthN/AN/A
Factor+10.0%N/A
Growth & Income11.7%9.4%
Income4.7%4.8%
Annuity Growth6.8%12.3%
Annuity Growth & Income7.0%10.2%
S&P 500 23.5%17.5%
Fidelity Investor Index 13.8%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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