UPDATED 2021 Estimated Fund Distributions

Here are the 2021 Estimated Fund Distributions as reported by Fidelity.

Scorecard & Performance Models Updates

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.

December 3 Hotline Update

John BonnanzioThis is John Bonnanzio with a Fidelity Monitor & Insight Hotline update for Friday evening, December 3.

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

Market Outlook

December 1, 2021

Despite Solid Fundamentals, Omicron Rattles Stocks

As anyone with some grey hair knows (I have more than my photo suggests), the only real surprises in life are when none actually occur. This is also the case when it comes to Covid and investing.

... Read more

Model Portfolio Performance

Date: 12/03/2021

to Date
to Date
Income -0.23% -0.10% 3.73% 4.81%
Growth and Income -0.89    -1.00    9.56    12.73   
Growth -1.15    -1.21    18.18    22.08   
Select -1.72    -2.01    14.48    19.28   
Unique Opportunities -1.12    -0.82    16.73    21.69   

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Corrections & Amplifications:

"To err is human." As this newsletter is written by humans, we do make the occasional mistakes.

Please see corrections to the printed version of October 2021 Fidelity Monitor & Insight Report. The online version has been corrected.

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