Our Model Portfolios
Fidelity Investor’s models have 12/31/2011 year-to-date returns of between -6.1% and 1.8%. The average Fidelity investor portfolio lost -0.2% in December.
Jim's Models
| Global Quant |
| 2011% |
Ann. 5Yr% |
| -6.1 |
N/A |
| Aggressive Growth |
| 2011% |
Ann. 5Yr% |
| 1.1 |
1.3 |
| Income |
| 2011% |
Ann. 5Yr% |
| 1.8 |
3.4 |
| Growth & Income |
| 2011% |
Ann. 5Yr% |
| 1.0 |
1.6 |
| Growth |
| 2011% |
Ann. 5Yr% |
| 0.2 |
1.2 |
Compare
| Fidelity Index |
| 2011% |
Ann. 5Yr% |
| -1.4% |
0.7% |
| S&P 500 |
| 2011% |
Ann. 5Yr% |
| 2.1% |
-0.3% |
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Needham, MA 02492
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Welcome to Fidelity Investor!
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The Multiple Award Winning Independent, Investment Newsletter
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The Multiple Award Winning Independent, Investment Newsletter
Learn about the Fidelity Sector Investor service for active traders.
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401(k) Focus Model Portfolios for your company's 401(k) plan. (Free with registration.)
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Profile of Jim Lowell and FI's Growth Portfolio in the Wall Street Journal: Picking a Skipper
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