Fidelitysector Investor

Meet Jim Lowell

Jim Lowell is Editor-in-Chief of the award-winning independent newsletters, Fidelity Investor and Fidelity Sector Investor. Through his newsletters, Jim advises individual investors seeking superior performance from their Fidelity investments. He has also written several books on investing, Investing from Scratch (revised edition, Penguin, 2006) and What Every Fidelity Investor Needs to Know (Wiley, 2007) among them.

As a guest investment columnist for Forbes Magazine and a regular participant and guest host on Fox Business News, Jim has written and lectured extensively on investing and personal finance. His market views and opinions appear frequently in such publications as Barron’sBusinessweekThe New York TimesThe Wall Street JournalFortune, Investment NewsMoney and Smart Money, to name a few.

Jim is the President of FundWorks, Inc., a leading independent research firm covering mutual funds, exchange traded funds, sector, currency, leveraged product and income investing strategies for individual investors and investment professionals. He is also the Chief Investment Officer for Adviser Investments, an investment advisory firm.

Jim was educated at Vassar College (B.A.), and holds Masters degrees from both Harvard University, and Trinity College. In addition, he is involved in charitable works, is a published poet, a former teaching fellow at Harvard University, and former lecturer in the Philosophy/Religion Department at Northeastern University College in Boston. He is an accomplished catch-and-release sport fisherman.

About Fidelity Sector Investor

Fidelity Sector Investor is a weekly trading service made up of three portfolios: Global Market Masters, Tactical Alpha, and Tactical ETF-only S&P 500. Each portfolio consists of a number of holdings from different categories (i.e. healthcare, technology, utilities, bonds/cash, etc.).

Active traders will feel at home using Fidelity Sector Investor’s model portfolio, but so too will longtime investors who have a tolerance for volatility and are comfortable with frequent trading. This model should be considered as a complement to a more diversified growth portfolio.

The Fidelity Sector Investor plan is based on trades ranked with Jim’s proprietary FSI fund-scoring system. On the third Thursday of each month, Jim sends a monthly issue with his leading independent market advice, analysis, Fidelity news and reviews, sector manager interviews, and more. On the other Thursdays of the month, Jim sends his regular FSI weekly online updates, which will contain sector-specific commentary as well as any of FSI portfolios’ triggered trades.