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Tag Archives | webinars

November 8, 2018

August 16 Webinar: My Mid-Term Election Investment Playbook

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November 8, 2018

April 3 Webinar: Why Politics Won’t Derail the Market

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August 28, 2018

August 16 Webinar: My Mid-Term Election Investment Playbook

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April 5, 2018

April 3 Webinar: Why Politics Won’t Derail the Market

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December 14, 2017

December 12 Webinar: Bitcoin Bubble vs. Market Realities

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December 13, 2017

December 12 Webinar: Bitcoin Bubble vs. Market Realities

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August 23, 2017

August 22 Webinar: Best Defensive Managers for Turbulent Times

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May 25, 2017

May 22 Webinar: A Conversation with Jim Lowell

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Fidelity Investor’s Model Portfolios have year-to-date returns through 12/31/20 of between 1.4% and 18.6%. The average investor at Fidelity gained 2.9% in December.

Model	YTD	5-Year (Annualized)
Global Quant Growth	17.2%	13.7%
Global Quant Income	7.3%	N/A
Growth	18.6%	11.5%
Factor+	N/A	N/A
Growth & Income	6.9%	8.2%
Income	1.4%	4.7%
Annuity Growth	15.2%	10.8%
Annuity Growth & Income	10.4%	9.2%
S&P 500	18.4%	15.2%
Fidelity Investor Index	13.9%	9.2%

Past Performance

Correlation Tool