Our Model Portfolios

Fidelity Investor's models have 12/31/2010 Year-To-Date returns of between 14.1% and 21.1%. The average Fidelity Investor portfolio gained 3.6% in December.

Jim's Models

Aggressive Growth
2010% Ann. 5Yr%
16.1 4.4
Global Quant
2010%
Ann. 5Yr%
21.1
NA
Growth
2010% Ann. 5Yr%
18.4 4.5
Growth & Income
2010% Ann. 5Yr%
15.7 3.8
Income
2010% Ann. 5Yr%
14.1 5.3

Compare

S&P 500
2010% Ann. 5Yr%
15.1 2.3
Fidelity Index
2010% Ann. 5Yr%
10.4 3.1
  • 1234 Address
    Toll Free
    800-290-6577

Already a subscriber? Click here to access your newsletters.

Lowell Premium Advisor Pro

Items:
Subtotal: $0.00

View your cart or checkout

Yearly Subscription Fee: $1,279.00

Includes all the Advisor Edition features above plus LOWELL Premium Advisor Pro Model Portfoliostm plus Quarterly conference call with LOWELL CEO and Chairman Jim Lowell.

Top 100 Market Masters
Top 10 Large Cap Market Masters
Top 10 Mid Cap Market Masters
Top 10 Small Cap Market Masters
Top 10 Int’l Equity Market Masters
Top 10 Sector Market Masters
Top 10 Investment Grade Market Masters
Top 10 Muni Bond Market Masters
Top 10 High Yield Market Masters
Top 10 Int’l Fixed Income Market Masters

LOWELL Premium Advisor Pro includes trade alerts and model portfolio guidance to enable Advisors to create portfolio solutions for their clients.

 



Auto-login on future visits

Forgot your password?