Crisis in Confidence, Monday, July 14th

We couldn’t imbed last night’s video segment due to some glitches over at necn.com, but here is the link:

http://www.necn.com/Boston/Business/Market-analysis-with-Jim-Lowell/1216077032.html

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

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