Bloomberg - July 24, 2018

Change for the Better or for the Worse

September 2019

As we enter September, I suspect we’ll remain wed to the pattern of the prior months–increased volatility borne of and by fear’s rumor mill and countermanded by fundamental facts.... Read more

Tempestuous Times

September 19, 2019

The biggest news of this week was slated to be the Federal Open Market Committee (FOMC) rate cut statement and Fed Chair Powell’s subsequent live press conference. And, by the time their statement took place yesterday afternoon, the Fed did take center stage.... Read more

Tempestuous Times

For a few reasons, the topic of our Focus piece in your September issue could not be timelier; I get to review a sector that is nearing a special one-year anniversary after going through a major rehaul (and name-change) at last September’s end.  You don't want to miss this.... Read more

Fidelity Investor’s Model Portfolios have year-to-date returns through 8/31/19 of between 8.8% and 15.4%. The average investor at Fidelity lost 0.8% in August.
ModelYTD5-Year
(Annualized)
Global Quant Growth15.4%8.9%
Growth11.7%6.3%
Growth & Income10.0%5.7%
Income9.1%4.1%
Annuity Growth15.2%6.0%
Annuity Growth & Income13.1%5.4%
S&P 500 18.3%10.1%
Fidelity Investor Index 11.9%5.4%

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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

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