Throughout 2019, my three fundamental model portfolios have run with reasonable and reasoned near-term defense to better secure long-term returns on and of your investments. There is nothing on the world stage that suggests to me that we should be running these portfolios any other way.... Read more
Over the weekend and so far this week, there has been no new news on either front except for President Trump tweeting that he will be reinstating tariffs on Argentinian and Brazilian steel and then fanned that spar.... Read more
In your November issue, I’m focusing on an area most investors overlook and often run scared from… one that Fidelity Sector Investor invests in. The timing of this month’s focus is thus at least interesting and, hopefully, informative. And when market times turn dark, one longstanding smart beta sector tends to light up: Utilities. ... Read more
| Model | YTD | 5-Year (Annualized) |
|---|---|---|
| Global Quant Growth | 22.2% | 10.0% |
| Growth | 19.4% | 7.3% |
| Growth & Income | 15.2% | 6.3% |
| Income | 10.8% | 4.0% |
| Annuity Growth | 22.5% | 7.1% |
| Annuity Growth & Income | 18.3% | 6.3% |
| S&P 500 | 27.6% | 11.0% |
| Fidelity Investor Index | 17.0% | 6.1% |
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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