Fox Business April 22, 2021

Seeing the Forest & The Trees

May 2021

The macro trends that the markets marched and continue to march to remained the same in April into May: Vaccination success leads to reopening success, which leads to economic success, more or less… Or vice versa, as reflected by Brazil, India, Germany, broader Asia and Europe. Towards April’s end, I saw not just unseasonable snow flurries here in Beantown, but also a flurry of fretful national headlines.... Read more

Medical Data Remains Critical to Recovery

May 6, 2021

Broadly speaking, global markets are betwixt rising pandemic concerns and restrained stimulus relief.... Read more

Going Like Gangbusters

April 15, 2021

We have the perfect sector lined up for this month’s Focus. Can you guess it? Not only was this sector hit hard in last March’s vicious sell-off, but key components are at the forefront of the economic response to the coronavirus crisis, and the very largest institutions are once again set to kick-off a very much anticipated Q1 earnings season.... Read more

Fidelity Investor’s Model Portfolios have year-to-date returns through 4/30/21 of between -0.7% and 7.3%. The average investor at Fidelity gained 3.1% in April.
ModelYTD5-Year
(Annualized)
Global Quant Growth7.3%15.5%
Global Quant Income-0.7%N/A
Growth7.0%13.3%
Factor+6.1%N/A
Growth & Income5.8%9.3%
Income1.8%4.9%
Annuity Growth4.9%12.6%
Annuity Growth & Income3.9%10.4%
S&P 500 11.8%17.4%
Fidelity Investor Index 6.0%10.5%

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