CNBC - October 9, 2019

It’s Getting Scary Out There

October 2019

Make no mistake about it. It’s getting scary out there. And, there’s plenty to fear, including fear itself.... Read more

Is the U.S. Market About to Crash?

October 10, 2019

Why is the Dow down 300 points on any given day? I think the real question is: Why isn’t it down 3,000 points?... Read more

Tempestuous Times

September 19, 2019

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 9/30/19 of between 8.7% and 16.0%. The average investor at Fidelity gained 0.5% in September.
ModelYTD5-Year
(Annualized)
Global Quant Growth16.0%9.7%
Growth11.5%6.8%
Growth & Income10.6%6.2%
Income9.6%4.5%
Annuity Growth14.9%6.4%
Annuity Growth & Income12.7%5.8%
S&P 500 20.6%10.8%
Fidelity Investor Index 12.5%5.9%

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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