My May MarketWatch Column

Click here to read my latest MarketWatch column. I discuss how to find a balance among shorts, coal, and bonds.

Fidelity Investor’s Model Portfolios have year-to-date returns through 1/31/21 of between -1.4% and 0.3%. The average investor at Fidelity lost 0.2% in January.

Model	YTD	5-Year (Annualized)
Global Quant Growth	0.3%	15.3%
Global Quant Income	-0.4%	N/A
Growth	-0.3%	12.8%
Factor+	0.2%	N/A
Growth & Income	-1.0%	8.9%
Income	-1.4%	5.1%
Annuity Growth	0.0%	12.6%
Annuity Growth & Income	-0.1%	10.6%
S&P 500	-1.0%	16.2%
Fidelity Investor Index	-0.2%	10.1%

Past Performance

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