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 12/31/20 of between 1.4% and 18.6%. The average investor at Fidelity gained 2.9% in December.

Model	YTD	5-Year (Annualized)
Global Quant Growth	17.2%	13.7%
Global Quant Income	7.3%	N/A
Growth	18.6%	11.5%
Factor+	N/A	N/A
Growth & Income	6.9%	8.2%
Income	1.4%	4.7%
Annuity Growth	15.2%	10.8%
Annuity Growth & Income	10.4%	9.2%
S&P 500	18.4%	15.2%
Fidelity Investor Index	13.9%	9.2%

Past Performance

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