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Author Archive | wodeniran

January 14, 2021

Jim Discusses S&P 500 Leaders And Laggards on TD Ameritrade Network

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January 14, 2021

Jim Discusses S&P 500 Leaders And Laggards on TD Ameritrade Network

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January 14, 2021

A Case of Déjà Vu

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January 14, 2021

The More Things Change…

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January 7, 2021

Jim Lowell Discusses Market Hitting Record Highs on CNBC World

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January 7, 2021

Jim Lowell Discusses Market Hitting Record Highs on CNBC World

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January 7, 2021

Capital Mayhem, Calm Markets

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January 7, 2021

Capitol History Repeats Itself: Enemies Foreign and Domestic

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January 7, 2021

Jim Lowell Discusses Market Aftermath of D.C. Riots on Fox Business

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January 7, 2021

Jim Lowell Discusses Market Aftermath of D.C. Riots on Fox Business

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Fidelity Investor’s Model Portfolios have year-to-date returns through 12/31/20 of between 1.4% and 18.6%. The average investor at Fidelity gained 2.9% in December.

Model	YTD	5-Year (Annualized)
Global Quant Growth	17.2%	13.7%
Global Quant Income	7.3%	N/A
Growth	18.6%	11.5%
Factor+	N/A	N/A
Growth & Income	6.9%	8.2%
Income	1.4%	4.7%
Annuity Growth	15.2%	10.8%
Annuity Growth & Income	10.4%	9.2%
S&P 500	18.4%	15.2%
Fidelity Investor Index	13.9%	9.2%

Past Performance

Correlation Tool