CNBC - May 4, 2018

Twenty Years in the Making, Our First Issue Is Here!

June 2018

This June issue is the first of its kind for us: Our inaugural digital-only issue, a mere twenty years in the making. While I don’t like change for change’s sake, I’m all for any change for the better, especially when it comes to being able to be more responsive to the markets and to you. In this issue, you’ll see several bold changes in this issue, including changes to my model portfolio lineup and the announcement of a new income portfolio that we will launch in your July issue. I’ve also added some bells and whistles, including a revamped Vital... Read more

Eventful Markets

June 14, 2018

This week was about as eventful as they come, but the assumed outcome of each event had already been priced in. Hence, the markets in the main advanced on themes of less tension between the U.S. and North Korea, a tariff stalemate, and more growth here and globally.... Read more

Illusion Ambiguity

May 17, 2018

Investing is a business for skeptics. As a born skeptic with an optimistic streak, I learned the art, then the discipline, of doubting what others say until proven true, looking at all angles of any fact, and double-checking before committing to any answer. While facts aren’t ambiguous, people are. The daily media pushback has often made it feel like we have been swimming against a rip tide. But it turns out that below that frenzied surface, the undercurrent of fundamentals has held sway and has helped us make reasonable headway.... Read more

Fidelity Investor’s models have 5/31/18 year-to-date returns of between -1.0% and 6.2%. The average Fidelity investor’s portfolio gained 1.6% in May.
ModelYTD5-Year
(Annualized)
Global Quant6.2%13.5%
Aggressive Growth3.3%11.3%
Growth2.4%10.8%
Growth & Income0.7%9.4%
Income-1.0%6.2%
Annuity Growth2.8%8.6%
Annuity Growth & Income2.3%7.7%
S&P 500 2.0%13.0%
Fidelity Index 2.3%7.2%

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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