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.
Scheduled update: Fridays after market close.
This is John Bonnanzio with a Fidelity Monitor & Insight Hotline update for Monday evening, June 27.
There are no model portfolio trades advised.... Read more
Market Outlook
May 1, 2022
Dead Cat Bounce? Bull Trap?
Bear Trap? Best Not To Ask
"If you don’t know where you’ve come from, you don’t know where you’re going." I’m not certain who first coined that saying, but I am very confident that its author (probably Maya Angelou) wasn’t reflecting on the stock market. That’s too bad. Because right now there’s value in recalling which investor concerns sent the S&P 500 to a record high as recently as January 4 of this year ... Read more
Model Portfolio Performance
Date: 06/24/2022
Day |
Month to Date |
Year to Date |
One Year |
|
| Income | 0.60% | -3.14% | -10.01% | -9.44% |
| Growth and Income | 1.31 | -4.31 | -15.91 | -13.16 |
| Growth | 2.98 | -6.01 | -20.27 | -14.66 |
| Select | 3.17 | -1.83 | -21.36 | -17.08 |
| Unique Opportunities | 2.89 | -6.04 | -19.84 | -14.95 |
Become a Better Investor with
Fidelity Monitor & Insight
Sample Fidelity Monitor & Insight's investment report. Sign up for your risk-free trial today and find out why Hulbert ranks Fidelity Monitor & Insight the #1 Fidelity newsletter for the past 30 years! (For new members only.)
Current Report Archive
Find the model that's right for you! To help you meet your particular investment objectives, use this tool to allocate your funds in one or more of our Model Portfolios.
Enjoy the Peace of Mind that Comes with Professional Wealth Management
Get your no-cost, no-obligation, personalized investment portfolio review.
P.S. You will also receive - FREE - my latest investment strategy update.
Jack BowersChief Investment Strategist