Bloomberg - July 24, 2018

Investing Through—Not in—Whirlwinds

June 2019

It’s no surprise that I keep a close eye on new fund launches at Fidelity, and of course publish them in my Fidelity Investor newsletter. In your FI June issue, I take a closer look at the two newest freshman funds that launched earlier this year. I've also found a way to benefit from what I call "The Fidelity New Fund Phenomenon." Let me cut to the chase: There's something in the water at Fidelity that makes their new funds' returns grow exponentially faster and better than anywhere else. I refer to this as a "phenomenon" because the history of... Read more

Oil Market Under Attack

June 13, 2019

Overall, this week has seen global markets generally enjoying a rally (gaining more ground than they’ve lost on the week so far) on little more than relief that the U.S. and Mexico reached an apparent tariff rapprochement, and that U.S.-China trade talks are in a limbo status quo.... Read more

Investing Through—Not in—Whirlwinds

May 16, 2019

Thanks in no small part to some tornadic tweets, in little more than one week's time, we have shifted from a high probability of an optical trade deal between the U.S. and China to a higher probability for a protracted back-and-forth between the two superpowers and their respective super-economies. So, once again, we need to ask, "Where do the market risks lie at this point amid U.S.-China negotiations?"... Read more

Fidelity Investor’s Model Portfolios have year-to-date returns through 5/31/19 of between 5.8% and 10.9%. The average investor at Fidelity lost 3.5% in May.
ModelYTD5-Year
(Annualized)
Global Quant Growth10.9%8.7%
Growth7.4%6.4%
Growth & Income6.4%5.9%
Income5.7%4.2%
Annuity Growth10.0%5.7%
Annuity Growth & Income8.8%5.1%
S&P 500 10.7%9.7%
Fidelity Investor Index 7.4%5.1%

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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