Important Message to Members:
Credit Card Orders
As we prepare for our planned closure in January 2027, credit card payments will no longer be accepted after June 20, 2026. All future orders must be paid by check. Thank you!
Read it here! Kiplinger's article featuring Fidelity Monitor & Insight's solid performance.
Scheduled update: Fridays after market close.
This is John Bonnanzio with a Fidelity Monitor & Insight Hotline update for Friday evening, July 31.
There are no model portfolio trades advised.... Read more
Market Outlook
August 1, 2026
Inflation Affects Us Differently; Your Asset Allocation Matters
Last week’s one-day swoon by stocks (and bonds) was the result of several concerns including inflation. Not so much current inflation, but future inflation fueled by many things, especially energy and food, as well as housing, insurance and health care ... Read more
Model Portfolio Performance
Date: 07/31/2026
Day |
Month to Date |
Year to Date |
One Year |
|
| Income | 0.25% | -0.54% | 4.21% | 7.79% |
| Growth and Income | 0.41 | -0.24 | 8.74 | 15.92 |
| Growth | 0.67 | -2.81 | 11.68 | 20.36 |
| Select | 0.08 | -3.81 | 14.29 | 26.07 |
| Unique Opportunities | 0.87 | -3.10 | 9.94 | 18.64 |
Current Report Archive
Strategic Real Return [FSRRX] was upgraded in the May newsletter to OK to Buy from Hold. That was not initially noted in the Scorecard, but has since been corrected.
Find the model that's right for you! To help you meet your particular investment objectives, use this tool to allocate your funds in one or more of our Model Portfolios.
Enjoy the Peace of Mind that Comes with Professional Wealth Management
Get your no-cost, no-obligation, personalized investment portfolio review.