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
Income
2014% Ann. 5Yr%
6.2 11.7
Growth & Income
2014% Ann. 5Yr%
7.2 13.4
Growth
2014% Ann. 5Yr%
6.9 14.7

Compare

Fidelity Index
2014% Ann. 5Yr%
3.7 8.0
S&P 500
2014% Ann. 5Yr%
8.3 15.7
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    Needham, MA 02492
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    800-290-6577

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Overview: The Fidelity Sector Investor is a weekly, electronic, technical trading model for active traders that uses Fidelity’s unrivaled array of actively managed no-load Select Sector Funds. Fidelity’s Select funds are a hidden gem: overlooked and under-appreciated but nevertheless core strength for Fidelity investors who know how to use them. FSI’s model portfolios complement a more diversified growth or aggressive growth portfolio. Fidelity Sector Investor’s model portfolios are designed for long-term investors who don’t want to take a passive buy & hold approach to the markets.

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