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Archive | Fidelity Investor

May 6, 2021

Medical Data Remains Critical to Recovery

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May 3, 2021

Seeing the Forest & The Trees

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April 29, 2021

Is Raising Capital Gains a Capital Idea?

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April 22, 2021

Earth Day Seeing Green

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April 15, 2021

Going Like Gangbusters

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April 8, 2021

Stimulus Picnic

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April 1, 2021

Godzilla vs. King Kong

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March 25, 2021

April Trades, Not April Fools

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March 18, 2021

Fed Words, Stimulus Actions

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March 11, 2021

March Market Reflections

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Fidelity Investor’s Model Portfolios have year-to-date returns through 4/30/21 of between -0.7% and 7.3%. The average investor at Fidelity gained 3.1% in April.

Model	YTD	5-Year (Annualized)
Global Quant Growth	7.3%	15.5%
Global Quant Income	-0.7%	N/A
Growth	7.0%	13.3%
Factor+	6.1%	N/A
Growth & Income	5.8%	9.3%
Income	1.8%	4.9%
Annuity Growth	4.9%	12.6%
Annuity Growth & Income	3.9%	10.4%
S&P 500	11.8%	17.4%
Fidelity Investor Index	6.0%	10.5%

Past Performance

Correlation Tool