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 7/30/21 of between 1.7% and 10.1%. The average investor at Fidelity gained 1.1% in July.

Model	YTD	5-Year (Annualized)
Global Quant Growth	7.8%	11.7%
Global Quant Income	1.7%	N/A
Growth	9.1%	13.0%
ESG Growth	N/A	N/A
Factor+	10.1%	N/A
Growth & Income	9.9%	9.1%
Income	3.7%	4.2%
Annuity Growth	8.1%	12.4%
Annuity Growth & Income	7.4%	10.3%
S&P 500	18.1%	18.2%
Fidelity Investor Index	11.4%	11.7%

Past Performance

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