Our Model Portfolios
Fidelity Investor’s models have 4/30/2012 year-to-date returns of between 8.6% and 14.2%. The average Fidelity Investor portfolio lost 0.4% in April.
Jim's Models
| Global Quant |
| 2012% |
Ann. 5Yr% |
| 14.2 |
0.8 |
| Aggressive Growth |
| 2012% |
Ann. 5Yr% |
| 11.2 |
2.0 |
| Income |
| 2012% |
Ann. 5Yr% |
| 8.6 |
4.2 |
| Growth & Income |
| 2012% |
Ann. 5Yr% |
| 10.1 |
2.6 |
| Growth |
| 2012% |
Ann. 5Yr% |
| 11.1 |
2.1 |
Compare
| Fidelity Index |
| 2012% |
Ann. 5Yr% |
| 7.1 |
1.1 |
| S&P 500 |
| 2012% |
Ann. 5Yr% |
| 11.9 |
1.0 |
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Needham, MA 02492
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800-290-6577
Welcome to Fidelity Investor!
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The Multiple Award Winning Independent, Investment Newsletter
Learn why Fidelity Investor members enjoy better returns with less risk!
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The Multiple Award Winning Independent, Investment Newsletter
Learn about the Fidelity Sector Investor service for active traders.
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401(k) Focus Model Portfolios for your company's 401(k) plan. (Free with registration.)
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Profile of Jim Lowell and FI's Growth Portfolio in the Wall Street Journal: Picking a Skipper
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