The Year Ahead

Monday, December 27th

I had an opportunity to go on Fox Business News to talk about what we can look forward to in 2011. Click here to go to that video clip.

Fidelity Investor’s Model Portfolios have year-to-date returns through 6/30/21 of between 0.6% and 10.0%. The average investor at Fidelity gained 2.4% in June.

Model	YTD	5-Year (Annualized)
Global Quant Growth	10.0%	15.9%
Global Quant Income	0.6%	N/A
Growth	9.6%	13.7%
ESG Growth	N/A	N/A
Factor+	8.3%	N/A
Growth & Income	8.5%	9.5%
Income	3.2%	4.5%
Annuity Growth	7.5%	13.2%
Annuity Growth & Income	6.0%	10.9%
S&P 500	15.3%	17.7%
Fidelity Investor Index	9.2%	11.1%

Past Performance

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