Jakealope
Posts: 20
Joined: Sun Feb 11, 2018 8:48 pm

Fidelity Monitor and Insight Newsletter

Post by Jakealope »

I recently subscribed to the Fidelity Monitor and Insight Newsletter, which has model portfolios to follow. Some friends of mine swear by the newsletter models. Can anyone give me some Pros and Cons of the newsletter?

Ron
Posts: 6792
Joined: Fri Feb 23, 2007 7:46 pm
Location: Allentown–Bethlehem–Easton, PA-NJ Metropolitan Statistical Area
CppCoder
Posts: 920
Joined: Sat Jan 23, 2016 9:16 pm

Re: Fidelity Monitor and Insight Newsletter

Post by CppCoder »

Jakealope wrote: Thu Feb 22, 2018 7:17 pm I recently subscribed to the Fidelity Monitor and Insight Newsletter, which has model portfolios to follow. Some friends of mine swear by the newsletter models. Can anyone give me some Pros and Cons of the newsletter?

Pros: Possibly amusing.
Con: Wont work...will lose money following the advice.

MrPotatoHead
Posts: 429
Joined: Sat Oct 14, 2017 10:41 pm

Re: Fidelity Monitor and Insight Newsletter

Post by MrPotatoHead »

I am old, so my memory may be fuzzy. But looking at the name this looks to be a merger between two once competing newsletter giants. Back when Kobren (an ex-Fidelity mgr) ran Fidelity Insight the portfolios were noted for essentially giving the broad market returns with less risk. So essentially a superior risk adjusted return. Like most he missed the 2008 debacle but because of his portfolio structure his portfolios suffered a bit less (as I recall). These were not active switch portfolios as much as long term portfolios that occasionally switched out a component or two.

Given the name is a reelection or two once competing concepts I suspect the merged product is similar(guesswork on my part)

IMO, it was a very worthwhile approach for those who wanted to off-load the psychological weight of full responsibility for their own portfolios. I tend to think this approach is something someone considering Vanguard PAS or whatever should at least consider