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

ETF Message from Jack:
How To Track A Fidelity ETF

Calculating returns for Fidelity ETFs is much more difficult than tracking performance for Fidelity mutual funds, which is why we limit our monthly Scorecard coverage to their 11 MSCI sector ETFs.

The methods we use to report on the MSCI sectors are similar to how we track Fidelity’s annuity portfolios, where the challenge is not so much a lack of automated data, but a lack of timely data. Some of these techniques were developed back in 1986 ... Read more

Hotline Update

Scheduled update: Fridays after market close.

May 17 Hotline Update

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

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

Market Outlook

May 1, 2024

Earnings Still Matter Most

In this space last month, I argued that high federal deficit spending is a contributor to the Fed’s inability to cool inflation to its long-term target of 2%. While it will be a long time before I’m proved right or wrong, last month’s economic data dump certainly made it clear ... Read more

Model Portfolio Performance

Date: 05/16/2024

to Date
to Date
Income -0.20% 2.06% 4.54% 10.79%
Growth and Income -0.22    3.55    8.74    20.84   
Growth -0.40    5.12    14.69    33.41   
Select -0.51    5.16    11.42    30.69   
Unique Opportunities -0.62    5.05    13.40    32.01   

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