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November 25, 2020

Happy Thanksgiving!

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November 25, 2020

Jim Analyzes the Dow 30,000 and Consumer Sentiment on CNBC World

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November 25, 2020

Thanksgiving Blessing, 2020

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November 19, 2020

FSI Trade Alert November 19, 2020

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November 12, 2020

Betwixt and Between

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November 5, 2020

Monster Market Rally

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November 4, 2020

Special Hotline: Counting the Votes

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October 29, 2020

Worry is Not an Investment Plan

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October 27, 2020

Jim Discusses Tech Stock Bubble and Earnings on TD Ameritrade Network

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October 22, 2020

Following the Trend

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Fidelity Investor’s Model Portfolios have year-to-date returns through 10/31/20 of between -1.8% and 7.2%. The average investor at Fidelity lost 1.4% in October.

Model	YTD	5-Year (Annualized)
Global Quant Growth	1.2%	10.3%
Global Quant Income	4.0%	N/A
Growth	7.2%	9.1%
Factor+	N/A	N/A
Growth & Income	0.1%	6.6%
Income	-1.8%	3.8%
Annuity Growth	4.6%	8.6%
Annuity Growth & Income	2.3%	7.3%
S&P 500	2.8%	11.7%
Fidelity Investor Index	3.7%	7.0%

Past Performance

Correlation Tool