My column in Forbes, Balancing Act

Click here for my latest Forbes column. I discuss the merits of a balanced approach using Fidelity Global Balanced (FGBLX, 20) and BlackRock
Global Allocation (MDLOX, 18).

Fidelity Investor’s Model Portfolios have year-to-date returns through 3/31/21 of between -1.8% and 3.0%. The average investor at Fidelity gained 1.5% in March.

Model	YTD	5-Year (Annualized)
Global Quant Growth	2.7%	14.6%
Global Quant Income	-1.8%	N/A
Growth	3.0%	12.7%
Factor+	2.9%	N/A
Growth & Income	2.0%	8.7%
Income	0.0%	4.5%
Annuity Growth	1.0%	12.1%
Annuity Growth & Income	0.4%	10.0%
S&P 500	6.2%	16.3%
Fidelity Investor Index	2.8%	10.0%

Past Performance

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