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

Today’s Forecast: Chance of Gains

October 17, 2019

This week's markets moved on rumors regarding U.S.-China trade talks.... Read more

Timing Tough Times

Three quarters of 2019 are now in the books, and it is safe to say that uncertainties abound for investors heading into the year’s final stretch. In wildly uncertain newfangled times as these, boring can be not only good, but better. And when market times turn dark, one longstanding smart beta sector tends to light up: Utilities. ... 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%

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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

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