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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 10/31/20 of between -1.8% and 7.2%. The average investor at Fidelity lost 1.4% in October.

Model	YTD	5-Year (Annualized)
Global Quant Growth	1.2%	10.3%
Global Quant Income	4.0%	N/A
Growth	7.2%	9.1%
Factor+	N/A	N/A
Growth & Income	0.1%	6.6%
Income	-1.8%	3.8%
Annuity Growth	4.6%	8.6%
Annuity Growth & Income	2.3%	7.3%
S&P 500	2.8%	11.7%
Fidelity Investor Index	3.7%	7.0%

Past Performance

Correlation Tool