Our Model Portfolios

Fidelity Investor’s models have 9/30/2014 year-to-date returns of between 2.9% and 7.2%. The average investor in Fidelity funds lost 1.4% in September.

Jim's Models

Global Quant
2014% Ann. 5Yr%
2.9 14.4
Aggressive Growth
2014% Ann. 5Yr%
5.8 14.3
2014% Ann. 5Yr%
6.2 11.7
Growth & Income
2014% Ann. 5Yr%
7.2 13.4
2014% Ann. 5Yr%
6.9 14.7


Fidelity Index
2014% Ann. 5Yr%
3.7 8.0
S&P 500
2014% Ann. 5Yr%
8.3 15.7
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About Fidelity Investor


Jim Lowell is the President of FundWorks, Inc., a leading independent research firm covering mutual funds, exchange traded funds, sector, currency, leveraged product and income investing strategies for individual investors and investment professionals.


He is also the Chief Investment Officer for Adviser Investments (www.adviserinvestments.com), a fee-only advisory firm with over 2500 clients nationwide and $2.4 billion in assets under management.


He is Editor-in-Chief of the multiple award-winning independent newsletters, Fidelity Investor and Fidelity Sector Investor, the Editor of The ETF Trader on Marketwatch (www.marketwatch.com), and Editor-in-Chief of The Forbes ETF Advisor by Jim Lowell (www.forbes.com). Lowell has also written several books on investing: Investing from Scratch (revised edition, Penguin, 2006) and What Every Fidelity Investor Needs to Know (Wiley, 2007) among them. Lowell is also a guest investment columnist for Forbes Magazine.


Lowell has been a regular participant and guest host on Fox Business News, and has a nightly appearance on the largest regional news network in the U.S., New England Cable News. He has written and lectured extensively on investing and personal finance for national audiences, magazines, TV, radio, and on-line media including Bloomberg (radio and TV), CNN, CNBC, and PBS’ Nightly Business Report. His market views and opinions appear frequently in such publications as Barrons, Business Week, The New York Times, The Wall Street Journal, Fortune, Investment News, Money and Smart Money to name but a few.


Lowell has passed both his Series 7 and 65 securities licenses. He was educated at Vassar College (B.A.), and holds Master's degrees from both Harvard University, and Trinity College (Dublin, Ireland). In addition to the above, Lowell is involved in charitable works, is a published poet, a former teaching fellow at Harvard University, and former lecturer in the Philosophy/Religion Department at Northeastern University College in Boston. He is an accomplished catch and release sport fisherman.

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