Bloomberg - July 24, 2018

Chaos Theory

August 2018

On the island from which I write, half of the shoreline is chafed by the broad sweep of the unforgiving Atlantic, while the other half looks longingly across the aptly named Buzzards Bay. Literally nestled between a rock and a hard place, the island’s harbor shelters ships, both business and pleasure. The harbor’s social epicenter is the fishing dock, where all walks of islanders and mainlanders gather—even on full moon tides when the elevated docks might go under water. The highs and lows of summer tides are extreme, but run like clock work. Editor's note: The new zero-cost index funds... Read more

Topsy-Turvy Markets

August 16, 2018

The scant notable economic reports that we have received continue to reflect a steady-as-she-goes slow-growth economy driven by confident and financially stable consumers. Both remain prone to event-driven news and the enervating politicization of everything … right down to the beer you drink.... Read more

Calm Before the Storm

The scant notable economic reports that we have received this week continue to reflect a steady-as-she-goes slow-growth economy driven by confident and financially stable consumers. Both remain prone to event-driven news and the enervating politicization of everything … right down to the beer you drink. Although everything under the sun is feeling increasingly on the brink of one kind of collapse or another, the markets at home (and, to a lesser and more volatile degree, abroad) remain remarkably, almost miraculously resilient.... Read more

Fidelity Investor’s models have 7/31/18 year-to-date returns of between 0.5% and 9.2%. The average Fidelity investor’s portfolio gained 1.3% in July.
ModelYTD5-Year
(Annualized)
Global Quant Growth9.2%13.1%
Growth3.9%10.3%
Growth & Income2.6%8.9%
Income0.5%5.9%
Annuity Growth5.9%8.6%
Annuity Growth & Income4.7%7.6%
S&P 500 6.5%13.1%
Fidelity Investor Index 3.8%7.1%

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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

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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