Scorecard & Performance Models Updates

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.

September 17 Hotline Update

John BonnanzioThis is John Bonnanzio with a Fidelity Monitor & Insight Hotline update for Friday evening, September 17.

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

Market Outlook

August 31, 2021

Earnings And Lack Of Options To Drive
Further Stock Gains

Occasionally undermined by the Delta variant’s menacing advance, U.S. stock gauges crawled their way to record highs in August. In fact, late in the month, riskier small- and mid-cap stocks did what they haven’t done in months: They outperformed their large-cap counterparts ... Read more

Model Portfolio Performance

Date: 09/17/2021

to Date
to Date
Income -0.16% -0.32% 5.07% 9.24%
Growth and Income -0.42    -0.66    10.74    21.61   
Growth -0.78    -1.65    18.12    36.96   
Select -0.72    -1.75    15.56    35.73   
Unique Opportunities -0.76    -1.50    16.90    38.81   

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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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