It’s never easy to navigate any given year’s marketplace. This year has seen a return of tempestuous times and markets that feel anomalously moody, but which are in my estimation par for a reversion to any market’s more normal sea state. But as we come to another year’s close, let me not leave this unsaid: All of us here at Fidelity Investor are deeply thankful to all our members—longstanding and new. You make this uniquely independent investment service second to none! And we are tireless in our pursuit of delivering you the best independent investment advice your Fidelity dollars can... Read more
Tales of various markets’ crypts have proven to be both hauntingly persistent and de facto exaggerated. In terms of actual market performance, the S&P 500 is still hovering above where it began the year, while international markets are down for the year, but have enjoyed a China-trade-war and Brexit-relief rally this week.... Read more
“If you don’t like the weather in New England now, just wait a few minutes.” This quote is attributed to Mark Twain, but I have yet to find it in his works. Still, I think it captures the economic environment and market landscape we find ourselves in. Historically, there is nothing new about this kind of fretful state. And recently, none of the fears on my watch list have receded from their current flood levels. For now, despite the heightened drama in the day-to-day markets, nothing has changed FSI’s cautious and technically based near-term investment view: Defense still makes the... Read more
| Model | YTD | 5-Year (Annualized) |
|---|---|---|
| Global Quant Growth | 2.9% | 9.5% |
| Growth | 0.2% | 7.7% |
| Growth & Income | 0.7% | 6.9% |
| Income | 0.4% | 4.6% |
| Annuity Growth | 2.4% | 6.3% |
| Annuity Growth & Income | 2.0% | 5.6% |
| S&P 500 | 4.8% | 11.1% |
| Fidelity Investor Index | 1.4% | 5.6% |
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.
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
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.
Learn moreThese 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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