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Important information about fund performance updates on our website:

Due to changes to our Fidelity data source, the updates will display on the following morning.

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Hotline Update

Scheduled update: Fridays after market close.

May 13 Hotline Update

John BonnanzioThis is John Bonnanzio with a Fidelity Monitor & Insight Hotline update for Friday evening, May 13.

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


Market Outlook

May 1, 2022

Buying Stocks On This "Dip"
Is Not For The Faint Of Heart

I’ve been writing about Wall Street since Ronald Reagan moved into the White House (1981). Since that time, the world has yet to change in ways that are as physically apparent as when the car replaced the horse ... Read more


Model Portfolio Performance

Date: 05/16/2022

 
Day
Month
to Date
Year
to Date
One
Year
Income 0.02% -1.27% -8.75% -8.11%
Growth and Income -0.21    -2.75    -14.07    -9.36   
Growth -0.28    -3.58    -17.87    -9.49   
Select -0.56    -4.02    -22.48    -16.36   
Unique Opportunities -0.35    -3.68    -17.52    -10.66   

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