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Archive | Fidelity Investor

October 21, 2021

Market Highs Suggest Investors Aren’t Spooked… Yet

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October 14, 2021

Inflation Drives Headlines, Earnings and Consumers Drive Markets

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October 7, 2021

Markets Becoming More Volatile

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October 1, 2021

A Shot of Stimulus and Tapering

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September 30, 2021

Shutdown Threat Doesn’t Burst Market Balloon

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September 23, 2021

China Is Too Big To Fail, Evergrande Is Not

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September 16, 2021

Do Peaks Mean Valleys… Or More Peaks?

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September 9, 2021

Dozy, Not Doozy Markets

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September 2, 2021

Labored Days

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September 1, 2021

The Wonderful Year

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Fidelity Investor’s Model Portfolios have year-to-date returns through 9/30/21 of between 1.8% and 12.8%. The average investor at Fidelity gained 2.4% in August.

Model	YTD	5-Year (Annualized)
Global Quant Growth	6.8%	13.6%
Global Quant Income	1.1%	N/A
Growth	7.9%	12.4%
ESG Growth	N/A	N/A
Factor+	8.6%	N/A
Growth & Income	9.2%	8.8%
Income	4.1%	4.4%
Annuity Growth	5.6%	11.7%
Annuity Growth & Income	5.6%	9.8%
S&P 500	16.1%	16.9%
Fidelity Investor Index	9.8%	11.3%

Past Performance

Correlation Tool