CNBC World February 3, 2021

Will GameStop Traders Lead Us All Over the Cliff?

February 2021

It’s February 1st, and Reddit’s WallStreetBets group is betting on silver. Last week it was GameStop, AMC and Blackberry.... Read more

Broken Record Still Music to My Ears

February 18, 2021

Same old song and dance: Hopes for vaccination success and more and more stimulus continue to bolster investors and provide bulwarks for the markets here at home in the U.S. and abroad.... Read more

Broken Record Still Music to My Ears

In your February Issue, we explore where to typically go for long-term stability when the economy begins to show cracks in its growth wall. I say typically here because this recent recession caused by the coronavirus pandemic was anything but typical. But more on that as you read along inside FSI Sector Focus.... Read more

Fidelity Investor’s Model Portfolios have year-to-date returns through 1/31/21 of between -1.4% and 0.3%. The average investor at Fidelity lost 0.2% in January.

ModelYTD5-Year
(Annualized)
Global Quant Growth0.3%15.3%
Global Quant Income-0.4%N/A
Growth-0.3%12.8%
Factor+0.2%N/A
Growth & Income-1.0%8.9%
Income-1.4%5.1%
Annuity Growth0.0%12.6%
Annuity Growth & Income-0.1%10.6%
S&P 500 -1.0%16.2%
Fidelity Investor Index -0.2%10.1%

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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