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 11/30/21 of between 1.2% and 11.7%. The average investor at Fidelity gained 1.2% in November.

Model	YTD	5-Year (Annualized)
Global Quant Growth	9.3%	14.1%
Global Quant Income	1.2%	N/A
Growth	10.2%	12.7%
ESG Growth	N/A	N/A
Factor+	10.0%	N/A
Growth & Income	11.7%	9.4%
Income	4.7%	4.8%
Annuity Growth	6.8%	12.3%
Annuity Growth & Income	7.0%	10.2%
S&P 500	23.5%	17.5%
Fidelity Investor Index	13.8%	12.2%

Past Performance

Correlation Tool

What's This?

Free Prenav

Navigation