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As we prepare for our planned closure in January 2027, credit card payments will no longer be accepted after June 20, 2026. All future orders must be paid by check. Thank you!

Kiplinger's: The Fidelity Investor's Bible

Read it here! Kiplinger's article featuring Fidelity Monitor & Insight's solid performance.
The Fidelity Invesor's Bible: Kiplinger
Hotline Update

Scheduled update: Fridays after market close.

June 26 Hotline Update

John BonnanzioThis is John Bonnanzio with a Fidelity Monitor & Insight Hotline update for Friday evening, June 26.

There are no model portfolio trades advised.... Read more


Market Outlook

July 1, 2026

At Age 250, America Will Remain The Preeminent Nation To Invest

Let’s begin by wishing ourselves a happy 250th birthday!

Let’s also remember that we all enjoy our freedom, and our prosperity, because of the sacrifices made by untold others — the hundreds of thousands of war dead and the tens of millions who have worn the nation’s uniforms. It also cannot be lost on us that for ... Read more


Model Portfolio Performance

Date: 07/01/2026

 
Day
Month
to Date
Year
to Date
One
Year
Income -0.37% -0.37% 4.39% 8.87%
Growth and Income -0.31    -0.31    8.66    17.56   
Growth -0.96    -0.96    13.79    26.20   
Select -0.57    -0.57    18.14    35.29   
Unique Opportunities -0.86    -0.86    12.48    25.35   

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Corrections & Amplifications:

Strategic Real Return [FSRRX] was upgraded in the May newsletter to OK to Buy from Hold. That was not initially noted in the Scorecard, but has since been corrected.

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Jack Bowers
Jack Bowers
Chief Investment Strategist