CNBC April 21, 2020

Don’t Dismiss Economic Risks nor Discount Investment Opportunities

June 2020

Why should you bother investing overseas when the results here at home in the U.S. have shown long-term gains? In your June Issue, I discuss the selective opportunities across the globe, with an increasing emphasis on a particular international fund. (Hint: As you know, my view is that we are shifting from a more evenly spread out global economy to a U.S.-China duopoly, with all other regional and national economies taking a back seat.)... Read more

The Worst of Times and the Best of Times

June 4, 2020

This past week has seen yet another tumultuous test of worst and best socio-economic times. I’ll take them in two parts.... Read more

Falling Economies and Rising Markets

May 21, 2020

Global markets remain relatively optimistic about the road to coronavirus recovery. But the economic path that the re-opening/re-closing recovery will take remains anyone’s guess. It will likely take several paths (some intended, some unintended), fits and starts, trials and tribulations, positives and negatives and so on.... Read more

Fidelity Investor’s Model Portfolios have year-to-date returns through 5/31/20 of between -9.9% and 0.8%. The average investor at Fidelity gained 3.5% in May.
ModelYTD5-Year
(Annualized)
Global Quant Growth-9.9%7.3%
Global Quant Income0.8%N/A
Growth-1.9%6.3%
Factor+N/AN/A
Growth & Income-3.9%4.9%
Income-4.3%2.5%
Annuity Growth-1.8%6.1%
Annuity Growth & Income-2.7%5.2%
S&P 500 -5.0 %9.9%
Fidelity Investor Index -2.5%5.3%

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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