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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.

May 29 Hotline Update

John BonnanzioThis is John Bonnanzio with a Fidelity Monitor & Insight Hotline update for Friday evening, May 29.

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


Market Outlook

June 1, 2026

Damn The Torpedoes, Full Speed Ahead

With apologies to Admiral Farragut and a prod from Google that 1864’s torpedoes were actually mines (and not torpedoes as we know them), it is no less impressive that he lashed himself to the mast of the USS Hartford and steered a course through Mobile Bay to engage the Confederate fleet head-on ... Read more


Model Portfolio Performance

Date: 06/01/2026

 
Day
Month
to Date
Year
to Date
One
Year
Income 0.09% 0.09% 4.53% 10.82%
Growth and Income 0.10    0.10    8.02    20.68   
Growth 0.22    0.22    13.31    31.96   
Select 0.13    0.13    15.81    40.96   
Unique Opportunities 0.41    0.41    12.31    31.83   

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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