Fox Business May 27, 2021

Heat Waves

July 2021

Whether we’re talking about record-setting markets, the pace and rate of recovering economic activity here, China and elsewhere (wherever, that is, vaccination success has enabled reopening to accelerate its breadth and pace), inflated and inflating housing, food and energy prices, consumer confidence—even when talking about the weather—it’s a scorcher out there!... Read more

Markets View and Vie with Variant Variables

July 22, 2021

COVID is back making headlines, raising the specter of shutdowns and lockdowns. The new Delta variant’s virulence is nothing to sneeze at; highly infectious and a reminder that the virus mutates to colonize, and this virus’ attempts at colonization are far from said and done.... Read more

FSI Heat Waves

July 15, 2021

Whether we’re talking about record-setting momentum markets, the pace and rate of recovering economic activity here, China and elsewhere (wherever, that is, vaccination success has enabled reopening to accelerate its breadth and pace), inflated and inflating housing, food and energy prices, consumer confidence, lumber prices—or even when talking simply about the weather—it’s a scorcher out there!... Read more

Fidelity Investor’s Model Portfolios have year-to-date returns through 6/30/21 of between 0.6% and 10.0%. The average investor at Fidelity gained 2.4% in June.
ModelYTD5-Year
(Annualized)
Global Quant Growth10.0%15.9%
Global Quant Income0.6%N/A
Growth9.6%13.7%
ESG GrowthN/AN/A
Factor+8.3%N/A
Growth & Income8.5%9.5%
Income3.2%4.5%
Annuity Growth7.5%13.2%
Annuity Growth & Income6.0%10.9%
S&P 500 15.3%17.7%
Fidelity Investor Index 9.2%11.1%

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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