REVISED: 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.

November 26 Hotline Update

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

On Wednesday December 1, we will make the following Model Portfolio trades:... Read more


Market Outlook

November 1, 2021

Investors Should Look Past Supply-Chain Disruptions

♫ I read the news today, oh boy ♫

With apologies to Messrs. Lennon and McCarthy, there’s a considerable gulf between the gosh-awful news emanating from the mainstream media and what corporate America has actually been reporting about its bottom line ... Read more


Model Portfolio Performance

Date: 11/26/2021

 
Day
Month
to Date
Year
to Date
One
Year
Income -0.63% -0.60% 4.22% 6.27%
Growth and Income -1.48    -0.69    11.32    15.99   
Growth -2.41    -0.55    21.00    27.09   
Select -2.50    -2.10    18.03    24.10   
Unique Opportunities -2.55    -0.97    19.34    25.82   

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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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