Dan Wiener on CNBC on June 9th

My friend and partner at Adviser Investments, Dan Wiener, was on CNBC yesterday talking about current trends in the markets.

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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