Another Foggy Day in COVID Town

August 2020

This year, I haven’t seen much of my favorite island—although the whole world has felt like an island in COVID’s stream.... Read more

No New Trades, Same Old Trade Winds

August 6, 2020

I’m pacing our model portfolios decks, reading the winds and sea state. I know we’ve got a fleet of well-built ships to help us get through whatever blows may come. I know we’ve got a discipline that has enabled us to make safe passage for decades past and decades to come.... Read more

Postcards from the Market’s Edge

July 16, 2020

Our focus this month needs no introduction—the sector I discuss is not only leading the market this year, it is leading the world through this unprecedented global pandemic—COVID-19. While other sectors certainly play crucial roles (healthcare arguably being the most essential in this crisis), this sector's role is indispensable, supporting global infrastructure, economies and communication (thus supporting our sanity) during these trying times.... Read more

Fidelity Investor’s Model Portfolios have year-to-date returns through 7/31/20 of between -1.1% and 6.2%. The average investor at Fidelity gained 3.6% in July.
ModelYTD5-Year
(Annualized)
Global Quant Growth-0.4&9.4%
Global Quant Income4.9%N/A
Growth6.2%7.9%
Factor+N/AN/A
Growth & Income0.4%5.8%
Income-1.1%3.2%
Annuity Growth4.5%7.3%
Annuity Growth & Income2.4%6.2%
S&P 500 -3.1%10.7%
Fidelity Investor Index 2.4%6.4%

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.

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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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