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

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.

September 23 Hotline Update

John BonnanzioThis is John Bonnanzio with a Fidelity Monitor & Insight Hotline update for Friday evening, September 23.

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


Market Outlook

September 1, 2022

Persistent Market Volatility Is Poor Excuse To Abandon Stocks

It’s risky in this line of work to make investment decisions based on anecdotal evidence. Then again, former Magellan manager Peter Lynch initially observed his family’s spending rituals and wound up buying multibaggers like Hanes, Taco Bell, Pier 1 and Dunkin’ Donuts ... Read more


Model Portfolio Performance

Date: 09/28/2022

 
Day
Month
to Date
Year
to Date
One
Year
Income 1.19% -3.77% -12.71% -12.31%
Growth and Income 1.59    -4.87    -18.89    -16.76   
Growth 2.28    -5.75    -23.75    -19.20   
Select 2.71    -5.17    -22.87    -19.08   
Unique Opportunities 2.51    -6.43    -23.80    -19.69   

Get the Hotline Update emailed to you:

Become a Better Investor with
Fidelity Monitor & Insight

FM&I Report

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.)

Fidelity Monitor & Insight Reports
Current Report Archive

Portfolio Investment Calculator

calculator 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.

FREE Portfolio Review
Jack Bowers

P.S. You will also receive - FREE - my latest investment strategy update.

Jack Bowers
Chief Investment Strategist