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 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

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