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Tag Archives | issues

February 18, 2021

Broken Record Still Music to My Ears

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February 1, 2021

Will GameStop Traders Lead Us All Over the Cliff?

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January 21, 2021

2020 Trends Remain 2021 Friends

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January 4, 2021

Next!

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December 17, 2020

My Tactical Trading System’s 2021 Signal: Rebuilding Trends

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December 1, 2020

Preparing for Harder, Then Better Times

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November 19, 2020

Is the Second Wave of the Pandemic Priced into Markets?

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November 2, 2020

Here We Go Again

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October 15, 2020

Second Wave Risk and Opportunities

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October 1, 2020

Making Headway

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Fidelity Investor’s Model Portfolios have year-to-date returns through 1/31/21 of between -1.4% and 0.3%. The average investor at Fidelity lost 0.2% in January.

Model	YTD	5-Year (Annualized)
Global Quant Growth	0.3%	15.3%
Global Quant Income	-0.4%	N/A
Growth	-0.3%	12.8%
Factor+	0.2%	N/A
Growth & Income	-1.0%	8.9%
Income	-1.4%	5.1%
Annuity Growth	0.0%	12.6%
Annuity Growth & Income	-0.1%	10.6%
S&P 500	-1.0%	16.2%
Fidelity Investor Index	-0.2%	10.1%

Past Performance

Correlation Tool