Our Model Portfolios
Fidelity Investor’s models have 1/31/2012 year-to-date returns of between 3.5% and 6.5%. The average Fidelity investor portfolio gained 3.4% in January.
Jim's Models
| Global Quant |
| 2012% |
Ann. 5Yr% |
| 6.5 |
N/A |
| Aggressive Growth |
| 2012% |
Ann. 5Yr% |
| 4.4 |
1.7 |
| Income |
| 2012% |
Ann. 5Yr% |
| 3.5 |
3.9 |
| Growth & Income |
| 2012% |
Ann. 5Yr% |
| 3.9 |
2.2 |
| Growth |
| 2012% |
Ann. 5Yr% |
| 4.5 |
1.7 |
Compare
| Fidelity Index |
| 2012% |
Ann. 5Yr% |
| 3.4 |
1.1 |
| S&P 500 |
| 2012% |
Ann. 5Yr% |
| 4.5 |
0.3 |
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Needham, MA 02492
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800-290-6577
Welcome to Fidelity Investor!
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The Multiple Award Winning Independent, Investment Newsletter
Learn why Fidelity Investor members enjoy better returns with less risk!
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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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