The Online Independent Guide To Fidelity Funds is available here...

ETF Message from Jack:
How To Track A Fidelity ETF

The methods we use to report on the MSCI sectors are similar to how we track Fidelity’s annuity portfolios, where the challenge is not so much a lack of automated data, but a lack of timely data. Some of these techniques were developed back in 1986 ... Read more

2023 Fidelity Fund Distributions

Here are the Year-End Actual 2023 Fund Distributions as reported by Fidelity.

Important information about fund performance updates on our website:

Due to changes to our Fidelity data source, the updates will display on the following morning.

Thank you for your patience.

Hotline Update

Scheduled update: Fridays after market close.

February 16 Hotline Update

Jack BowersThis is Jack Bowers with a Fidelity Monitor & Insight Hotline update for Friday evening, February 16.

On Tuesday February 20, we will make the following Model Portfolio trades:... Read more

Market Outlook

February 1, 2024

Little Need To "Travel" Abroad With Your Investable Assets

With increasing frequency, family, friends and fellow empty nesters are traveling abroad. One survey found that a record one in five Americans have plans to do so. Among other things, this suggests Covid is further in the rearview mirror ... Read more

Model Portfolio Performance

Date: 02/20/2024

to Date
to Date
Income -0.11% 0.80% 1.53% 8.65%
Growth and Income -0.34    1.67    2.53    14.11   
Growth -0.86    3.96    5.78    21.96   
Select -0.69    3.37    4.26    20.80   
Unique Opportunities -0.75    3.84    5.31    18.25   

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Corrections & Amplifications:

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Jack Bowers
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