CNBC - February 5, 2018

The State of Our Markets Is Strong

February 2018

The days are already lengthening, and while the litany of things that could wrong is lengthy, the list of fundamental investment opportunities is equally long. With fundamentals continuing to support better days to come, I believe that the state of our markets is strong—and the key to benefiting from this market is to stay a disciplined and diversified course.... Read more

Navigating Fear-Churned Markets

February 15, 2018

After last week’s tempest, the markets have regained a sense of relative calm. But the markets are subject to capsizing over fears of what we don’t know rather than navigating based on the facts that we do know.... Read more

Staying Calm on the High Seas

The world at large remains like a kettle on the boil. While we’ve yet to hear the howl of it reaching a boiling point, the next thing to disrupt the markets is always on the back burner of our thoughts. Meantime, after last week’s tempest, the markets have regained a sense of relative calm. But the markets are subject to capsizing over fears of what we don’t know rather than navigating based on the facts that we do know.... Read more

Fidelity Investor’s models have 1/31/18 year-to-date returns of between 1.3% and 6.9%. The average Fidelity investor’s portfolio gained 3.6% in January.
ModelYTD5-Year
(Annualized)
Global Quant6.9%15.4%
Aggressive Growth6.2%13.6%
Growth5.7%13.1%
Growth & Income3.8%11.6%
Income1.3%7.9%
Annuity Growth5.4%10.5%
Annuity Growth & Income4.6%9.4%

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.

Learn more

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.

Learn more