(PUB) Investing 2016
breath. Every tick in the market must be explained. The same goes for Chicken Littles squawking about doomsday sce- narios. We call this infotainment. Turn it off, and your portfolio will thank you. n
because, well, he’s predicting gloom and doom. But I wouldn’t buy his brand of snake oil. In the media, every data release, no matter how trivial or quickly forgotten, is reported on with bated
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diversified approach and add it to one of your PRIMECAP Management-run funds. Then relax. You are going to make some money here. One place you probably won’t make money without an astounding bit of luck is in the commodities and metals markets. Precious Metals & Mining , up 31.6% so far this year, has ben- efited from the 16.3% bump in gold, which has a multiplying effect upon the prices of miners’ stocks. Yet, for all the hoopla around that fabulous three- month return, don’t forget that the fund remains 68.3% below the high it hit in …wait for it…May 2008. I say it all the time, but one of the best things you can do for your portfolio (not to mention your men- tal health) is to go on a media diet. This doesn’t mean you should ignore your investments or the world around you. But once you’ve set a long-term course for your finances, you probably shouldn’t be taking a detour because of some talking head. The latest: Robert Kiyosaki, the discredited author of Rich Dad Poor Dad . He’s trying to make a comeback by arguing that baby boom- ers who begin to hit age 70.5 in 2016 and are required to take money out of their 401(k) and pension plans will cause a major 2016 crash. The baby boomer investor has been a scapegoat for all manner of disaster scenarios, none of which have panned out. The flaw in Kiyosaki’s thinking is that baby boomers will draw all of their required distributions out of the markets at once, and that they are going to spend them, rather than simply reinvest some- where else. The media loves this guy,
MARCH SPECIAL DISTRIBUTIONS
MidCap Value ETF MidCap Value Index
$0.3080 @ $86.64 $0.1130 @ $33.64 $0.1170 @ $55.28 $0.0190 @ $10.51 $0.1613 @ $8.38 $0.9190 @ $81.16 $0.2960 @ $27.26 $0.4210 @ $93.29 $0.3450 @ $101.11 $0.4860 @ $85.89 $0.1490 @ $86.19 $0.1610 @ $93.01 $0.1410 @ $78.85 $0.3950 @ $92.82 $1.0060 @ $186.43 $0.3520 @ $102.73 $0.5150 @ $86.06 $0.2500 @ $95.29 $0.2610 @ $103.35 $0.2650 @ $95.18 $0.3050 @ $110.19 $0.1500 @ $117.08 $0.0330 @ $32.57 $0.1330 @ $51.89 $0.3670 @ $101.06 $0.0820 @ $23.70 $0.0550 @ $12.85 $0.0730 @ $18.09 $0.0600 @ $14.84 $0.0420 @ $12.64 $0.4910 @ $102.27 $0.1310 @ $26.79 $0.1220 @ $43.60 $0.5000 @ $90.54 $0.2550 @ $46.19 $0.1430 @ $44.99 $0.0440 @ $14.26 $0.4800 @ $104.22 $0.2220 @ $49.92 $0.2220 @ $57.29 $0.0850 @ $23.08 $0.7170 @ $106.12 $0.3580 @ $52.85 $0.5360 @ $81.85 $0.1980 @ $32.13 $0.1620 @ $24.96 $0.2280 @ $36.80 $0.1480 @ $43.16 $0.0540 @ $16.86 $0.0270 @ $93.60 $0.0010 @ $34.92
500 Index
$0.9620 @ $188.97 $0.1350 @ $29.19 $0.4630 @ $121.90 $0.2390 @ $63.55 $0.6340 @ $133.79 $0.3130 @ $66.26 $0.0210 @ $11.72 $0.1570 @ $35.93 $0.0370 @ $8.88 $0.4100 @ $80.38 $0.1550 @ $32.27 $0.0800 @ $22.58 $0.0570 @ $34.45 $0.0280 @ $21.10 $0.6750 @ $85.56 $0.3380 @ $43.94 $0.2090 @ $29.95 $0.2720 @ $48.57 $0.1390 @ $25.93 $0.3060 @ $80.91 $0.2120 @ $62.06 $0.1310 @ $45.91 $0.0650 @ $23.36 $0.0780 @ $53.23 $0.0240 @ $20.94 $0.3200 @ $105.01 $0.1470 @ $54.12 $4.8570 @ $193.44 $0.3960 @ $122.42 $0.1980 @ $60.69 $0.4780 @ $68.75 $0.1860 @ $26.88 $0.5030 @ $104.33 $0.2590 @ $54.09 $0.4070 @ $107.51 $0.2080 @ $55.08 $0.0450 @ $53.05 $0.0180 @ $21.29 $0.0850 @ $53.49 $0.0340 @ $21.76 $0.4550 @ $93.30 $0.1740 @ $37.19 $0.3810 @ $97.52 $0.1940 @ $50.18 $0.3690 @ $69.52 $0.2830 @ $82.15 $0.3860 @ $59.20 $0.2820 @ $119.89 $0.1630 @ $98.53 $0.0540 @ $38.31 $0.0690 @ $32.32
Balanced Index
Pacific ETF Pacific Index
Consumer Discretionary ETF Consumer Discretionary Index Consumer Staples ETF Consumer Staples Index Convertible Securities Developed Markets ETF Developed Markets Index Dividend Appreciation ETF Dividend Appreciation Index
Precious Metals & Mining
REIT ETF
REIT Index
Russell 1000 ETF
Russell 1000 Growth ETF Russell 1000 Value ETF
Russell 2000 ETF
Russell 2000 Growth ETF Russell 2000 Value ETF
Dividend Growth
Emerging Markets Stock ETF Emerging Markets Stock Index
Russell 3000 ETF
S&P 500 ETF
Energy ETF Energy Index Equity Income
S&P 500 Growth ETF S&P 500 Value ETF S&P MidCap 400 ETF
Europe ETF
S&P SmallCap 600 Growth ETF S&P SmallCap 600 Value ETF
European Index
Extended Market ETF Extended Market Index
SmallCap ETF
SmallCap Growth ETF SmallCap Growth Index
Financials ETF Financials Index
SmallCap Index
Global ex-U.S. Real Estate ETF Global ex-U.S. Real Estate Index
SmallCap Value ETF SmallCap Value Index
Growth ETF Growth Index Health Care Health Care ETF Health Care Index
Social Index
STAR Cons. Gro.
STAR Income
Target Retirement Income Tax-Man. Capital Appreciation
High Dividend Yield ETF High Dividend Yield Index
Tax-Managed Balanced Tax-Managed SmallCap Telecom Services ETF Telecom Svcs. Index
Industrials ETF Industrials Index
Information Technology ETF Information Technology Index Int’l Dividend Appreciation ETF Int’l Dividend Appreciation Index Int’l High Dividend Yield ETF Int’l High Dividend Yield Index
Total International Stock ETF Total International Stock Index
Total Stock Market ETF Total Stock Market Index Total World Stock ETF Total World Stock Index
LargeCap ETF LargeCap Index Materials ETF Materials Index MegaCap ETF
Utilities ETF Utilities Index Value ETF Value Index
Wellesley Income
MegaCap Growth ETF MegaCap Value ETF
Wellington
World ex-U.S. ETF World ex-U.S. Index
MidCap ETF
MidCap Growth ETF MidCap Growth Index
World ex-U.S. SmallCap ETF World ex-U.S. SmallCap Index
MidCap Index
Daniel P. Wiener - Senior Editor Jeffrey D. DeMaso - Editor/Research Director Seth H. Kennedy - Assistant Editor Amy Long - Vice President and Publisher Billy Currano - Senior Managing Editor David Clarfield - Managing Editor Rachel Johnsen - Editorial Assistant Louisa Dorado - Marketing Director Mary Southard - Marketing Director John Hall Design Group - Design and Production Fund Family Shareholder Association Member, Newsletter Publishers Association Daniel P. Wiener - Chairman James H. Lowell - President (www.FidelityInvestor.com)
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