Here are the 2020 Estimated Fund Distributions as reported by Fidelity.


Due to the fact that Fidelity has been consistently delayed with daily prices, we are updating these numbers an hour later than usual.
We apologize for any inconvenience.

Hotline Update

Scheduled update: Fridays after market close.

November 27 Hotline Update

John BonnanzioThis is John Bonnanzio with a Fidelity Monitor & Insight Hotline update for Friday evening, November 27.

On Monday November 30, we will make the following Model Portfolio trades:... Read more

Market Outlook

October 31, 2020

The Market Is Following The Script … So Far

John Boyd Last month I wrote that we could have a volatile few months in the market owing to two main factors: rising Covid cases with the onset of cooler weather, and a lack of a second round of stimulus from Congress ... Read more

Model Portfolio Performance

Date: 11/27/2020

to Date
to Date
Income 0.19% 2.69% 9.66% 10.93%
Growth and Income 0.62    7.10    23.16    25.73   
Growth 0.62    11.95    28.10    31.03   
Select 0.36    13.62    26.83    30.25   
Unique Opportunities 0.60    15.33    32.25    35.49   

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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 July 2020 Fidelity Monitor & Insight Report.

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