Scorecard & Performance Models Are Updated

Our technical issues have been resolved. However, 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.

July 23 Hotline Update

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

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

Market Outlook

June 30, 2021

Despite Strong Gains, At Mid-Year,
Stocks Still Look Attractive

John Boyd Through the first half of the year, the S&P 500 had a robust return of 15.2%, which would be an excellent year all by itself. But, even with that very strong performance, I still believe that stocks remain an attractive investment for the second half ... Read more

Model Portfolio Performance

Date: 07/23/2021

to Date
to Date
Income 0.15% 0.12% 4.74% 11.35%
Growth and Income 0.53    0.61    9.79    26.66   
Growth 0.99    1.13    16.84    42.46   
Select 1.07    0.81    14.20    42.43   
Unique Opportunities 0.77    -0.17    15.37    46.61   

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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 March 2021 Fidelity Monitor & Insight Report.

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