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January 17, 2019

Smart Defense Still Makes Sense

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January 2, 2019

Has the Great Bull Market Ended?

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December 27, 2018

Potential Turbulent Times Ahead!

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December 20, 2018

Fed Sees More Growth Ahead, But FSI Is Not So Sure

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December 13, 2018

Olive Branches and Willow Switches

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December 4, 2018

Lighting the Way in Dark Times

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September 4, 2018

Heeding Politics & Your Portfolio

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August 28, 2018

August 16 Webinar: My Mid-Term Election Investment Playbook

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July 12, 2018

Seeing Red

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July 12, 2018

Red Sky in the Morning, Traders Take Warning

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Fidelity Investor’s Model Portfolios have year-to-date returns through 1/31/21 of between -1.4% and 0.3%. The average investor at Fidelity lost 0.2% in January.

Model	YTD	5-Year (Annualized)
Global Quant Growth	0.3%	15.3%
Global Quant Income	-0.4%	N/A
Growth	-0.3%	12.8%
Factor+	0.2%	N/A
Growth & Income	-1.0%	8.9%
Income	-1.4%	5.1%
Annuity Growth	0.0%	12.6%
Annuity Growth & Income	-0.1%	10.6%
S&P 500	-1.0%	16.2%
Fidelity Investor Index	-0.2%	10.1%

Past Performance

Correlation Tool