Bloomberg - July 24, 2018

Market CliffsNotes

February 2019

In this month’s Fidelity Investor issue, I’ll give you my CliffsNotes review of some dramas on the market’s current stage as well as a draft for dramas that may yet upstage the markets. I’ll also cover Fidelity’s lineup of funds that combine different assets (some combination of two or more of the following—stocks, bonds, cash, commodities) into their mix.... Read more

Sweetheart Market

February 14, 2019

Momentum’s event-driven whirlwinds can reach gale force in as little time as it takes to read a tweet; I’m not letting my near-term risk guards down and I’m not taking my long-term growth gloves off.... Read more

Smart Defense Still Makes Sense

January 17, 2019

After a dismal December for the major market averages (saved from a deeper ditch by a rebound), January has begun with moderate gains and diminished volatility. Our ongoing shutdown has yet to have any market related socio-economic impact, as much as it has hit individuals, families, and local businesses hard. Ditto the news of a possible China slowdown and the fallout of the no-go vote on Prime Minister Theresa May's Brexit deal. All clear? Maybe for now, but the rebound doesn’t mean the concerns that drove December’s sell-off have been solved.... Read more

Fidelity Investor’s Model Portfolios have year-to-date returns through 1/31/19 of between 2.7% and 8.6%. The average Fidelity investor’s portfolio gained 5.4% in January.
ModelYTD5-Year
(Annualized)
Global Quant Growth8.6%9.3%
Growth6.4%7.4%
Growth & Income4.9%6.7%
Income3.1%4.7%
Annuity Growth7.5%6.2%
Annuity Growth & Income6.3%5.6%
S&P 500 8.0%11.0%
Fidelity Investor Index 5.4%5.5%

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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