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
2023 Fidelity Fund Distributions
Here are the Year-End Actual 2023 Fund Distributions as reported by Fidelity.
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.
Thank you for your patience.
Scheduled update: Fridays after market close.
This is John Bonnanzio with a Fidelity Monitor & Insight Hotline update for Friday evening, April 12.
There are no model portfolio trades advised.... Read more
Market Outlook
April 1, 2024
D.C.’s Policy Makers Make
Fed’s Inflation Fight Tougher
With the first quarter of 2024 in the rearview mirror, investors have certainly encountered plenty of surprises. For some, it’s that the nearly uninterrupted rise of growth stocks has gone hand-in-hand with more defensive sectors (like pharma and cyclicals) gaining traction ... Read more
Model Portfolio Performance
Date: 04/17/2024
Day |
Month to Date |
Year to Date |
One Year |
|
| Income | -0.13% | -1.82% | 2.13% | 8.25% |
| Growth and Income | -0.27 | -3.09 | 4.20 | 15.26 |
| Growth | -0.70 | -4.25 | 8.56 | 24.67 |
| Select | -0.73 | -5.15 | 5.08 | 23.12 |
| Unique Opportunities | -0.86 | -4.62 | 7.59 | 22.70 |
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