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June 24, 2021

Peaks At More Peaks… But Are Valleys in Sight?

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June 17, 2021

Hyper-Inflating Fears of Inflation

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June 10, 2021

When No News is Good News

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June 3, 2021

Noisy Recovery a Good Thing

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May 27, 2021

FI Trades & New Portfolio

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May 20, 2021

Inflation Can’t Mask Reopening Optimism

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May 13, 2021

Heated Debate on Inflation Heating Up

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May 6, 2021

Medical Data Remains Critical to Recovery

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April 29, 2021

Is Raising Capital Gains a Capital Idea?

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April 22, 2021

Earth Day Seeing Green

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Fidelity Investor’s Model Portfolios have year-to-date returns through 5/31/21 of between -0.5% and 8.1%. The average investor at Fidelity gained 0.6% in May.

Model	YTD	5-Year (Annualized)
Global Quant Growth	6.9%	14.9%
Global Quant Income	-0.5%	N/A
Growth	8.1%	13.2%
Factor+	7.4%	N/A
Growth & Income	6.7%	9.2%
Income	2.7%	4.9%
Annuity Growth	5.6%	12.4%
Annuity Growth & Income	4.3%	10.2%
S&P 500	12.6%	17.2%
Fidelity Investor Index	6.7%	10.4%

Past Performance

Correlation Tool