*** REVISED MARCH REPORT ***

Unfortunately there were several of March's Fund Ratings that were not correct. They have now been corrected and the revised edition is available on the website under Current Report. NOTE: To make sure you are accessing the latest newsletter please hit CTRL R to refresh the page. Here is a list of corrections.

We apologize for any inconvenience.


Hotline Update

Scheduled update: Fridays after market close.

February 26 Hotline Update

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

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


Market Outlook

February 28, 2021

Earnings, Inflation & Interest Rates

John Boyd The last week of February was not kind to stocks — especially high-flying growth stocks — as a rise in interest rates spooked investors. In a vacuum, higher interest rates mean lower valuations on stocks as their ... Read more


Model Portfolio Performance

Date: 03/03/2021

 
Day
Month
to Date
Year
to Date
One
Year
Income -0.03% 0.51% 1.39% 12.97%
Growth and Income -0.72    0.36    2.77    32.88   
Growth -1.36    0.17    3.64    45.00   
Select -1.34    0.55    4.08    46.95   
Unique Opportunities -1.23    0.56    5.81    53.17   

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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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