Trading low ahead of State of the Union address

Tuesday, January 25th

Fidelity Investor’s Model Portfolios have year-to-date returns through 11/30/20 of between 0.5% and 14.8%. The average investor at Fidelity gained 6.8% in November.

Model	YTD	5-Year (Annualized)
Global Quant Growth	11.4%	12.3%
Global Quant Income	6.4%	N/A
Growth	14.8%	10.5%
Factor+	N/A	N/A
Growth & Income	4.7%	7.5%
Income	0.5%	4.3%
Annuity Growth	11.9%	10.0%
Annuity Growth & Income	7.9%	8.4%
S&P 500	14.0%	14.0%
Fidelity Investor Index	10.7%	8.4%

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