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Tag Archives | issues

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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September 17, 2020

Are We in a Market Bubble?

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September 1, 2020

Are We in a Market Bubble?

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August 20, 2020

Another Foggy Day in COVID Town

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August 3, 2020

Another Foggy Day in COVID Town

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July 16, 2020

Postcards from the Market’s Edge

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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%

Past Performance

Correlation Tool