My #1 piece of advice right now is to STOP what you’re doing…
And reposition your assets into the cream of Fidelity’s offerings. That’s the secret to pocketing an extra $15,000 per year… this year, next year, and EVERY year straight through your retirement.
Dear Intelligent Investor,
Michael Z. just got the shock of his life…
As an “average Fidelity investor” for years, Michael was happy enough in his dealings with the mutual funds giant.
Until I burst his bubble…
I told him his bottom line was actually $277,961 smaller than it could be…
Do NOT leave before
at least claiming your FREE Special Report:
You see, while the average Fidelity investor managed to turn $100,000 into $236,799 between 1998 and 2015…
“Fidelity Fortune Makers” turned $100,000 into $514,760.
These insiders got more than a quarter-million dollars richer – over the exact same period of time!
Admit it, that’s a whole lot of money — especially as you head into the most important income accumulation years of your life.
Well, I’m making it easy (and cost-free) for you to avoid the same fate.
Before you do another thing, click on the image to the right and get INSTANT ACCESS to Fidelity’s top 7 funds. This urgent Special Report is called, Top 7 Index-Beating ‘Super-Funds’ for 2016.
It will take you straight to the handful of Fidelity funds that are BEST managed… have the BEST historical performance… and are BEST suited for growing your wealth.
Today, I’m granting you free and immediate access to this highly valuable report.
Grab a copy while you can.
REVEALED: Fidelity’s Dirty Little Secret
I’m a huge fan of the Boston-based mutual funds giant. I used to work there… as a senior financial reporter for Fidelity Investments in the 1990s.
Plus much of my family’s savings is invested with them right now.
I was privileged to work in a place that was literally head and shoulders above the competition — and still is. Fidelity’s distinct culture has allowed it — and its investors — to prosper for more than fifty years.
Its reputation as a one-stop shop for terrific funds in all categories is unassailable…
Their commitment to excellence at low cost is extraordinary…
But knowing the Fidelity operation as well as I do, there’s a dirty little secret you need to know.
You don’t get to be America’s #1 IRA and 401(k) provider, with 41,000 employees and more than $2 trillion under management without making a few missteps along the way.
Trust me, there are more than enough loose bolts on the Fidelity battleship to concern the average investor. Spotting them, bringing them to light, and suggesting corrective action is the heart of what I do with my multiple award-winning Fidelity Investor newsletter.
In fact, there is a paradox at the heart of their business model…
If you told me you were a Fidelity customer, I’d ask “Which Fidelity are you talking about?” That’s because a secret “2-Tier” system is alive and well.
While the majority of account holders enjoy decent gains compared to the S&P and other benchmarks (I suspect you’re in this group)…
A tiny elite (myself included) get to enjoy outsized, above-the-odds profits.
I call this latter group “Fidelity Fortune Makers” — and it’s these privileged folks who’ve had a real opportunity to bank up to $277,961 in EXTRA PROFITS since 1998. Just by diverting their dollars into the all-time best performing Fidelity funds.
From today forward, I suggest you take a few simple steps to make sure you get every penny you deserve.
If not for you, then for your loved ones…
"Nobody knows Fidelity better than Jim Lowell, nor explains it more clearly to the rest of us."
—Timothy Middleton, Mutual Funds Columnist and MSN Money author
Get The Retirement Dreams You Crave —
with a Single Click
When you ‘upgrade’ to “Fidelity Fortune Maker” status, you won’t all of a sudden start getting invited to fancy receptions. Or asked to attend stuffy board meetings. It’s not that kind of thing at all.
Think of it as a ‘dignified VIP society’ inside one of the world’s largest mutual fund and ETF firms. They never advertise it. For good reason, too.
Simply making one click lets you pinpoint the BEST fund selections — and directly double and in many cases TRIPLE your returns!
Months from now, your statement might be on the same letterhead, but the numbers on the page will look much different. Those will grow, and grow, and GROW compared to what you’re used to. It would be false modesty to say Fidelity Investor members have not been doing better than most.
For example, we cranked out $277,961 in EXTRA PROFITS compared to the average Fidelity investor since 1998.
Imagine… more than $15,000 per year. Each year, every year (on average).
You Make More than $2 When the Average Fidelity Investor Makes $1
If you started out with a $100,000 portfolio as a subscriber to my Fidelity Investor service in 1997, your money would have grown to $514,760. That’s more than double the profits the average Fidelity investor made.
||AVERAGE FUND INVESTOR
All it takes is knowing the legitimate, gold-plated funds from the duds within the Fidelity family.
This trend is showing no signs of slowing down.
And lucky for you, making that call has never been easier!
What can you expect when you team up with
a true “Fidelity Watchdog” like me?
My mission is not simply to beat the indexes. I am here to help you grow your wealth through all market conditions from here to eternity.
Sure, everywhere you look people are nervous about this market. But from the moment you join me, you get a reliable safety net — as I help you navigate all of the twists and turns in order to safeguard your Fidelity assets.
The result? Real, measurable gains compared to what your neighbors are seeing. Year after year, without interruption.
With Fidelity Investor, you’ll quickly come up to speed on how to:
- Buy the right fund at the right time…
- Discover hidden “enhanced income solutions”…
- Allocate your assets to buffer your net wealth from a volatile market…
- Plug in to Fidelity’s best and brightest managers.
This last point is the granddaddy of them all — it deserves special attention.
The Magellan Mistake
Most people assume that as goes Magellan, so goes the whole of Fidelity’s fleet. After all, it’s the world’s best known actively managed mutual fund.
But nothing could be farther from the truth. I’ll even go a step further…
The WORST thing you can do is to focus on the fund names. In the long run, you’ll be doing yourself a major disservice — and handicapping your potential profits.
You know how I said Fidelity grows their own talent from within? That’s mission critical for me because the REAL action is buying managers, not funds.
At Fidelity, they really do seem to have a spectacular track record of growing talented managers. So the question becomes…
Who are the best of the best, and how do we take singular advantage of them inside of our portfolios?
One of the great things about Fidelity is every manager has a very transparent track record. Fidelity has literally dozens of fund managers who consistently beat their benchmarks and peer groups.
But it gets muddy when you have multiple managers. And trickier yet when you want to figure out which manager is adding the most value to a team-managed fund.
Doing this type of dirty work is where I really excel for my members.
I spend a lot of time studying, tracking, and ranking the career track records of every single manager inside of Fidelity, so that I’m sure that when I’m making a buy or a sell recommendation, it’s based not just on market fundamentals, but also on manager strengths and weaknesses.
That’s just one more reason why my latest report is so extraordinarily valuable. All of my proprietary manager reviews are “baked in”. So you get the best of the best.
Get full details inside your FREE Special Report: “Top 7 Index-Beating ‘Super-Funds’.”
My Proprietary MRS System Is Like Gold Dust
Here at Fidelity Investor, we buy the manager, not the fund.
Jim Lowell Won’t Let the ‘Big One’ Get Away
Jim Lowell is Editor-in-Chief of the award-winning independent newsletter, Fidelity Investor. He advises individual investors seeking superior performance from their Fidelity investments.
Named to the independent Hulbert Financial Digest’s 2016 Newsletter Honor Roll, Fidelity Investor believes in “buying the manager, not the fund,” making it the one place where subscribers find out just how skilled Fidelity fund managers are at selecting stocks, bonds, or a mix of both.
With Jim’s proprietary Manager Ranking System (MRS), “Fidelity’s Fortune Makers” see at a glance exactly how a Fidelity stock fund manager has fared relative to the market month in and month out since he or she began managing money.
Jim’s views and opinions appear frequently in such publications as Barron’s, Businessweek, The New York Times, The Wall Street Journal, Fortune, Investment News, Money and Smart Money, to name a few. Jim was educated at Vassar College (B.A.), and holds Master’s degrees from both Harvard University, and Trinity College. In addition, he is involved in charitable works and is an accomplished catch and release sport fisherman.
Don’t miss your chance to tap Jim’s extreme insider knowledge — and double, even TRIPLE your gains — as a new member of Fidelity Investor.
For over 20 years, I have been dedicated to making investing in Fidelity mutual funds safer and more profitable for investors. I do this through a proprietary approach to selecting and evaluating Fidelity fund managers. My proprietary Manager Ranking System (MRS) reveals just how skilled Fidelity fund managers are at selecting stocks, bonds, or a mix of both and how they have fared relative to the market.
Investing with a manager who has demonstrated their know-how through thick and thin and has outperformed against peer groups over meaningful timelines makes for smart investing.
Fidelity funds who are led by Fidelity’s best and brightest managers will be winners in any portfolio.
With my time-tested system, there’s nowhere for underperforming managers to hide.
And you’re about to get privileged VIP access to this extraordinary ratings system for the next 365 days.
‘Independent’ is My Middle Name…and I Put My Money Where My Mouth Is!
You might be thinking a former employee like me would take a gentle, ‘softly, softly’ approach to his new job as professional Fidelity analyst and commentator.
Not so. I do not dish out PR spin or plain vanilla mutual funds advice. That’s not my style — and I suspect you’re OK with that. I’m strictly my own man — and even have a vested interest in digging up the truth since my own family wealth is invested within the Fidelity franchise.
The job can be daunting…
My responsibility is to whittle down the bewildering expanse of funds available… and invite you to mimic my stellar performance with 5 model portfolios crafted just for my members.
You don’t have to follow my guidance. That’s up to you. Just keep in mind that my AAA+ Growth Model Portfolio has delivered an extra $277,961 vs. the average Fidelity investor since 1998.
Kudos from Kiplinger Fidelity Investor has returned an annualized 10.1% over the past 10 years. It ranks fourth among the 25 fund newsletters Hulbert has tracked that long and fourth on a risk-adjusted basis. The letter’s picks have, in aggregate, been about 15% less volatile than the S&P 500.
Here’s one crucial statement that should boost your confidence…
“Unlike the leading rating services, I don’t receive any kickbacks or beneficial treatment for recommendations I make.”
A FEW CHOICE COMMENTS I’VE RECEIVED FROM ‘FIDELITY’S FORTUNE MAKERS’…
“I have been a follower of Fidelity Investor for over 20 years, and thanks to your sage advice, I am now happily and quite comfortably retired! Thanks for all the help and advice!” — R.F.B., Broomfield, Colorado
“Thank you for your great service and another year of great advice. I am an avid follower of your newsletter and recommend it to anyone who asks how I get my investment advice. I do use your portfolios for both my retirement and non-retirement savings. ” — J.P.L., Concord, NH
“I have subscribed to your Fidelity Investor newsletter since 1999 and invest using several of your model portfolios. I really appreciate your investment guidance and the returns that have resulted. Thank you for all of your help!” — M.M., Albuquerque, NM
Cause for Celebration —Through March 31, 2016, our Fidelity Investor Growth Portfolio posted 9.0% annualized performance over the last five years. In addition, our remaining Model Portfolios delivered between 5.6% and 8.9% annualized over the same time.
Making Perfect Sense of Extreme Chaos
Every single month, you get my complete, time-tested analysis of all 570+ Fidelity funds.
All 26 Large Cap funds…
All 15 Mid Cap funds…
All 7 Small Cap funds…
All 12 Growth & Income funds…
All 7 Asset Allocation funds…
All 28 Funds of Funds…
All 36 International Funds…
I make it extremely easy to digest this treasure trove of data — and easy on the eyes, too. Again, I prefer to show you exactly what I mean. Here’s a taster of what you’ll find inside the pages of Fidelity Investor… a partial look at just one single category — Large-Cap funds:
Or maybe you’d prefer viewing industry-sector funds instead. Got you covered there, too.
Here’s a tiny snippet of what you’ll get every 30 days.
That’s not all — not by a long shot. Since the Fidelity battleship hits many ports, it’s my job to cover them all!
Yes, that includes ETFs… Bond Funds… and Money Market Funds.
Even cover VIPs (Variable Insurance Products) if you’re ever curious about those too.
Jim’s “Best Buys” — A Reader Favorite!
As mentioned earlier, I’ve developed five model portfolios for you to emulate.
A Handy Correlation Calculator — FREE with your membership to Fidelity Investor today.
These portfolios range from straight income to aggressive growth.
Deciding which model to follow is a personal choice. The best way to get started is to look at pages 2 and 3 of the newsletter, choose the portfolio appropriate for your investing comfort level and jump right in.
Once you’ve chosen a portfolio and are ready to follow it, you can start by purchasing all the funds in the exact percentages that I have listed.
So right there, your job just got a whole lot easier. I’ve already narrowed the funnel to the best of the best — and am taking you along for the ride.
But I realize your time is precious. Some months, you may only have a few minutes available to ‘tweak’ your portfolio.
That’s why every month, I also highlight a few “Best Buy” funds. These are my one or two top-of-the-barrel suggestions for adding to your existing portfolio.
That would be a good starting point for optimizing your own Fidelity portfolio.
My Fine-Tuned Risk-Return Radar
Since 1998, Fidelity Investor has helped hundreds of thousands of investors consistently outperform the market with less risk. And now I want to show you how to do the same.
My exceptional risk/return radar provides you with a clear view of each of our holding’s risk and return performance relative to each other and to the benchmarks. The goal is not to predict future performance. Instead, it is to better understand the way each position, in its own way, plays its role on the stage of its respective portfolio.
Speaking of risk…
Even with a quality organization like Fidelity, there’s always room for improvement. Despite a multitude of talented, “home grown” portfolio fund managers, Fidelity has been known to play “musical chairs” with managers, and won’t tell you when a talented strategist leaves a fund, leaving you in the lurch. But I will.
Fidelity advertises funds that they want you to know about, and won’t always tell you about the fund that’s best for you. But I will.
Fidelity won’t warn you to sell a fund if the market takes a severe downturn. But I will.
Plus you can count on me to fill you in on many other “behind the scenes” secrets of successful investing at Fidelity to save you tax expenses, hidden fees and hopefully some sleepless nights too.
Can I Rush You My 3-Part
“Fidelity Retirement Kit,” for FREE?
Right now, I’m prepared to give you perhaps the MOST VALUABLE GIFT I’ve ever compiled during my long and illustrious career.
It’s the biggest and most complete collection of Fidelity Secrets I’ve discovered over the last 20 years. I’ll bet it takes you only 15 minutes to read it in full. Yet at the end of that sitting, you will be in a position to transform your retirement portfolio — and move from ordinary returns to supercharged ‘Fidelity’s Fortune Makers’ profits.
Just think. If you had followed my advice starting in January 1998, you’d have a very real chance of having a Fidelity balance that is $277,961 bigger today.
Wouldn’t that be nice? I suggest you make it a reality today…
Your FREE Bonus is comprised of three Special Reports, as outlined below:
FEATURE STORY #1:
Top 7 Index-Beating ‘Super-Funds’ for 2016
If you do nothing else today, I strongly encourage you to get positioned in as many of these powerful index-crushers as you can. Of course, they’re based on my proprietary FI Rating system that is worth its weight in gold.
HIDDEN FIDELITY SUPER-FUND #1: Here’s a “mega’ fund that is chock full of elite blue chips that produce more cash than they can count (let alone spend). In fact, 70% of these stocks have more cash than many governments! Don’t think S&P 500—think the largest 50 to 100 companies in the S&P 500. These battleships can weather downturns better than smaller-caps and, when the wind is at their back you can gain reasonable returns with a lot less risk. They are running leaner and meaner than ever before — and the lion’s share offer a Texas-sized dividend. Thinking it might be Fidelity Magellan (FMAGX)? You’re wrong.
- SECRET DRIVER: I’m using this specialty fund to bolster our pursuit of discounted global marketplaces (since many mega caps derive the lion’s share of their revenue from overseas markets). There is HUGE potential for significant gains as international markets rebound.
HIDDEN FIDELITY SUPER-FUND #2: Longstanding members may think I’m spellbound by this ‘stealth sector.’ But my recommendation for a sizable overweight in this fund shows why. If you had invested $10,000 in the fund on the day of its inception in 1981 through the end of August 2014, you would have $1,565,453. A healthy sum, to say the least.
- SECRET DRIVER: The story here is especially attractive right now. I like the strong demographics … and I like the unbroken pattern of higher returns and lower risk relative to the S&P 500.
HIDDEN FIDELITY SUPER-FUND #3: The benefit of buying low is ingrained into this contrarian fund… but many imitators have paled in terms of performance because they were impaled on value traps (stocks that sold off for a reason and went lower). As this manager knows, stock selection born of scrupulous research is requisite for success.
- SECRET DRIVER: Among the fund’s top holdings are Facebook, Berkshire Hathaway, Apple, and Starbucks. But the key is getting positioned while they offer outstanding value. They are almost always bought when they detour from the herd’s expectations and are temporarily “on sale.”
Sorry, I don’t have enough space here to cover Hidden Fidelity Superfunds #4… #5… #6… or #7. Why wait? Go straight to the source with your FREE Top 7 Index-Beating ‘Super-Funds’ for 2016.
Two More FREE Special Reports for Your Fast Response:
Feature Report #2
Top Sector Funds & ETFs
Find out where to ‘double up’ your Fidelity weightings in my exclusive deep dives on:
Consumer Staples (FDFAX),
plus many, many more.
Feature Report #3
Best to Worst: The New Fidelity Manager Ratings
An absolute gold mine. Get full details on all the top and worst performing Fidelity fund managers:
Relative Return Career
Manager Relative Volatility
Return Manager Career
Risk-Adjusted Manager Career
Normally, I’d think nothing of charging $47.95 for each of these hefty feature reports. Added together, they carry nearly a $150 value… which is less than you’ll invest for a whole year of Fidelity Investor.
Join Fidelity Investor and claim your 3 FREE Special Reports — while you’re thinking about it.
Time for Us to Get to Work!
I hope you’re ready to act, because there’s not another minute to waste. I’m not an alarmist, but you need to know profits are literally leaking out of your Fidelity account as you read this. Please don’t hesitate. Begin enjoying all this — in just 2 minutes:
- Your Weekly Fidelity Hotline Each Thursday, I prepare a brand new update covering my latest research, market analysis, and new Fidelity findings. I give you a special heads-up on any new opportunities I see on the horizon, plus fill you in on the best Fidelity funds to invest in. Oh yes — I’ll also alert you to those few funds you should avoid like the plague.
- Flash Alerts Every once in a while, when the Dow moves 5% in either direction or some urgent piece of news comes to light, I may send out an email Flash Alert. Promise me you’ll take 2 minutes to read this in full.
- Your Monthly Newsletter Your monthly issues are the core of the Fidelity Investor advisory service. Consider each your go-to guide for using the Fidelity family of mutual funds and ETFs to meet your financial goals. Each issue contains my expert advice and the latest information on today’s market, plus my monthly Best Buys.
- My Complete Archive As a new member, you should feel free to check out several years’ worth of back issues which are available on our password-protected website. (It’s like getting several extra years of Fidelity Investor — free of charge.)
- And of course, Our 5 Model Portfolios Find out the specific holdings for our proprietary Global Quant, Aggressive Growth, Income, Growth & Income, and Growth portfolios. Each is designed to guide mutual fund investors based on the level of risk you are comfortable with. Do you have a conservative, moderate or aggressive profile? No matter — you’re covered.
Hidden inside every monthly single issue of Fidelity Investor, you’ll find all this:
- My Exclusive FI Market Monitor commentary
- A Full Rundown of our 5 Model Portfolios
- FI Focus — A Deep Dive on a Specific Sector Opportunity
- Performance Reviews by fund, sector, ETF, Bonds, Money Markets and Variable Insurance Products
- The latest Dividend Distribution Schedule
- And Jim’s Best Buys!
Introducing the LOWEST Membership
Fee You May Ever See
Normally we charge $229 for members to become bona fide “Fidelity Fortune Makers.” That’s less than $1 a day, which strikes me as a good deal.
But today, I’ll go a step further if you’ll meet me half way…
My publisher is granting a one-time exemption for you to come aboard for an unheard of rate of just $99. That’s a 56% Off Savings… and an incredible rate of just $0.27 per day.
But here’s the crux of the matter. Why you really can’t afford to delay.
I can only make this bargain basement rate available for new members who join in THE NEXT 5 BUSINESS DAYS. After that, it’s very likely that the price will jump right back up to the regular rate. Without further warning.
But if you’re already a fan of Fidelity — like I am — you have nothing to lose and everything to gain by hopping aboard and making a few profitable tweaks to your portfolio.
Go ahead and start earning $277,961 MORE from Fidelity right now!
Editor, Fidelity Investor
P.S. I’ll bet you had no idea you could double — even TRIPLE — the bottom line on your Fidelity account by simply making a few simple ‘tweaks.’ I’ll show you how to boost your Fidelity balance by $10,000, $25,000, even $150,000 or more! At the very least, secure your FREE Special Bonus Gift, “Top 7 Index-Beating ‘Super-Funds’ for 2016” before it disappears.
P.P.S. Finally, please understand you are 100% guaranteed for the first 6 months. That gives you more than enough time to sample all the member benefits that come with membership to Fidelity Investor, including:
- Your monthly print and online issues
- Email updates each week
- ‘Flash Alert’ emails
- Regular performance updates for our 5 model portfolios
- Analysis of Fidelity’s specialty 401(k) plans
- Plus so much more
Sound good? I thought so. All that you have to do is confirm your membership now so I can lock in your VIP rate and upgrade your status to “Fidelity’s Fortune Maker!”