Fox Business January 12, 2022

One Step in A Row

January 2022

The expected holiday surge’s disruptions have had no demonstrable impact on consumption… whether it’s the consumption of stocks or stockings. This is not the same thing as saying that the surge has taken no temporary toll on economic activity… the travel and leisure sector will likely reflect being bruised by cancellations, down but not out for all of 2022.... Read more

Short-term Selling Trumps Buying Long-term Views

January 20, 2022

2021’s macro trends remain in place with one notable exception—out of 2022’s starting gate, the markets are selling on short-term rumors rather than buying on long-term views. But what the markets are selling (growth, global, healthcare) remains the same... creating long-term gains at discounted prices for disciplined investors like us.... Read more

2022’s Tactical Trading Marketplace

The Fed has become more concerned with inflation, but FSI will take it in stride… inflation, deflation, stagflation. I designed FSI’s underlying trading system with such issues in mind—in tandem with tactical risk mitigation techniques that enable FSI to pursue reasonable long-term gains by trading in what are often unreasonable near-term times.... Read more

Fidelity Investor’s Model Portfolios have year-to-date returns through 12/31/21 of between 1.7% and 15.3%. The average investor at Fidelity gained 2.0% in December.
ModelYTD5-Year
(Annualized)
Global Quant Growth9.7%13.3%
Global Quant Income1.7%N/A
Growth14.1%12.9%
ESG GrowthN/AN/A
Factor+15.0%N/A
Growth & Income15.3%9.8%
Income6.2%4.9%
Annuity Growth10.0%12.4%
Annuity Growth & Income10.3%10.4%
S&P 500 29.0%18.1%
Fidelity Investor Index 13.7%11.2%

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.

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.