CNBC January 9, 2020

Will 2020 Markets Survive 2020 Elections?

January 2020

In 2020, I’ve imposed a new trade timeline and a new investment universe. But have no fear; in this month's issue, I will explain why this is one of the easiest strategies—yet one of the potentially most profitable—you can ever follow.... Read more

China Contagion vs. U.S. Fundamentals

January 23, 2020

January (and the month isn’t even over yet) has already delivered a year’s worth of concerns— from Iran, to the impeachment process and to the portmanteau “Brexit.” And now, this trade-shortened week found a familiar country in the global markets’ driver seat—but for a different reason: Coronavirus.... Read more

2020 Trends

January 16, 2020

Less than one month into the new decade, and markets have picked up where 2019 left off—despite known risks and a dramatic escalation of one (Iran), markets are marching higher on U.S.-Chain trade optimism, further fueled by fundamentals and liquidity. And when market times turn dark, one longstanding smart beta sector tends to light up: Utilities. ... Read more

Fidelity Investor’s Model Portfolios have year-to-date returns through 12/31/19 of between 9.9% and 26.4%. The average investor at Fidelity gained 2.0% in December.
ModelYTD5-Year
(Annualized)
Global Quant Growth26.4%10.7%
Growth23.4%8.0%
Growth & Income17.7%6.8%
Income12.1%4.3%
Annuity Growth25.6%7.9%
Annuity Growth & Income21.0%7.0%
S&P 500 31.5%11.7%
Fidelity Investor Index 19.3%6.6%

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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