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 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%

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