New NECN news updates

Here are 2 new NECN news updates with Jim from this past week. We didn’t post too many from December due to holidays and vacations, etc.

Monday, December 31, 2007

Thursday, January 3, 2008

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%

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