CNBC World - November 6, 2019

Earnings Pile

November 2019

As we shift into November, earnings, interest rates and economic facts will continue to play a role in how the markets perform. But with the Q3 earnings trend in place, and the recent raft of the most meaningful economic reports behind not ahead of us, there’s the increased probability for event-driven news (rather than fundamentals) to drive market activity and volatility in the week(s) ahead.... Read more

Stay Focused on Facts

November 14, 2019

This week, we’ve seen third quarter GDP reports from Japan (growing at an anemic 0.2% annualized rate), with the U.K. and Germany’s economies treading barely above water, too. Meantime, China continues to slow but grow, even as we continue to stay on our slow growth, not no growth, road.... Read more

Timing Tough Times

October 17, 2019

Three quarters of 2019 are now in the books, and it is safe to say that uncertainties abound for investors heading into the year’s final stretch. In wildly uncertain newfangled times as these, boring can be not only good, but better. 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 10/31/19 of between 9.1% and 19.0%. The average investor at Fidelity gained 1.6% in October.
ModelYTD5-Year
(Annualized)
Global Quant Growth19.0%9.8%
Growth14.7%6.9%
Growth & Income12.5%6.1%
Income10.1%4.2%
Annuity Growth18.1%6.7%
Annuity Growth & Income15.1%6.0%
S&P 500 23.2%10.8%
Fidelity Investor Index 14.3%5.9%

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