Welcome to Fidelity Monitor, an advisory service designed exclusively
for Fidelity mutual fund investors. Each of our five model portfolios provides a
diversified strategy for a specific level of risk. You can follow our model portfolios,
matching the trades we announce in each monthly issue, and obtain the same results in
your own account. Roughly $500 million dollars follows our advice this way money
that is controlled individually by approximately 7,000 subscribers.
We have no ties to Fidelity Investments, which means our only agenda
is to earn you the best return we can for the amount of risk involved. Our editor,
Jack Bowers, provides an independent viewpoint with
a contrarian take on the markets. Unlike some mutual fund rating services, our revenue
come only from our readers.
Benefits of a Fidelity-only Game Plan
Fidelity has its share of losers (it's our job to steer you clear of them), but on the
whole its mutual funds represent the best that active management has to offer. With
hundreds of professional analysts who sweat the details on thousands of individual
companies, all of its managers are set up for success. For the 10 years ending 12/31/07, over 75% of Fidelity's domestic stock funds outperformed the S&P 500. Don't bother looking elsewhere for success like that, because you won't find it.
A Focus on Performance Fidelity
Monitor is the best-performing Fidelity letter over the last 20 years. Our
Growth Model
has exceeded the S&P 500 return while maintaining similar risk. Our most aggressive
portfolio, the
Select System
, has generated the best long-term returns. And our
Unique Opportunities Model
has performed well over the last five years, thanks to a focus on resource scarcity.
And Much More To check out a
sample issue of Fidelity Monitor,
click here
. We give you extensive performance data to track and review your Fidelity holdings.
Our buy/hold/sell ratings let you know where we stand on all Fidelity funds. Our VIP
corner offers portfolios for investors with variable annuity accounts. Our weekly
hotline update, available via email or 800 number, provides a summary of our
performance, and alerts you to any upcoming changes in our model portfolios.
Subscription Details Fidelity
Monitor is published monthly. Once you sign up, you'll receive a monthly hard copy
via First Class mail, or you may log into our web site for a PDF version. The cost of a
subscription is $69 for 5 months, $139 for one year, or $230 for two years. You may
subscribe or renew online with a credit card, or
over the phone at 800-397-3094