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the newsletter i have been following for decades has taken their most conservative portfolio model and turned it into a model geared for generating income as a primary goal.
the new mix holds little equities ,its goal is to stay 70% less volatile than the s&p 500 index is while spinning off just under 4% in income.
its subject to also getting capital gains or losses as well .
due to popular demand from retirees for an income model they finally did it.
it spans almost all avenues of the fixed income markets including even owning the stocks of distressed companies in small amounts.
anyway i thought i would mention it as i know everyone is concerned about rates and income.
im pretty excited about it as i have been following their income and capital preservation model for 5 years now after following their growth model for 20 years . the conservative income and capital preservation model has been about 25-30% equities but the changes made this week totally revamped that model so much it will now be just called the income portfolio.
wish i could tell you more about it but being its a paid subscription im limited to how much i can tell you about it.
ha ha ha maybe i should do commercials?
Last edited by mathjak107; 08-02-2012 at 03:03 AM..
Sounds like some nice info; maybe i'm missing something here, but without any details, I'm sort of lost. Are you indicating we all need to suscribe to Fidelity insight to get the full scoop?
Sounds like some nice info; maybe i'm missing something here, but without any details, I'm sort of lost. Are you indicating we all need to suscribe to Fidelity insight to get the full scoop?
Depending of how much you are working with and if you are invested with Fidelity Mutual Funds it is worth the subscription fee. MathJak and I both subscribe and have discussed several times in PM. If you are concerned about the current market infrastructure and the lack of retail investors etc etc etc and if you are one of those gun shy retail investors and or are looking for a diversified low beta portfolio or or or it may be worth your consideration.
Call it ROI call it yield the days of just putting money in and getting a 6-8% return are not very likely without some sort of strategy. You can mix portfolios and they have mutiples of varying risk. I think MathJak would concur that the risk spread between their funds and the ROI are not necessarily justifying taking on the greater risk. Even once subscribed you can balance portfolios as you see fit. My wife and I have separate portfolios with them and as of today I am up over 8% and she is up over 9%. I manage both of them and it is all Fidelity funds I am talking about. We have other portfolios elsewhere but I am discussing the Fidelity ones. To summarize there are portfolios within portfolios if you are using multiple baskets.
Sounds like some nice info; maybe i'm missing something here, but without any details, I'm sort of lost. Are you indicating we all need to suscribe to Fidelity insight to get the full scoop?
Depending of how much you are working with and if you are invested with Fidelity Mutual Funds it is worth the subscription fee. MathJak and I both subscribe and have discussed several times in PM. If you are concerned about the current market infrastructure and the lack of retail investors etc etc etc and if you are one of those gun shy retail investors and or are looking for a diversified low beta portfolio or or or it may be worth your consideration.
It does come across that you're plugging this subscription service. If it's paid for advice that you cannot disclose then don't.
Not to sound mean, but you've posted about these great strategies/portfolios and then say you can't give details because it's a paid for subscription service.
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