Fidelity News & Analysis
8 articles
Market Mood
Fidelity (FID) Appoints Prezzavento as ETF Strategy Director
Fidelity International has appointed Elisa Prezzavento as director of ETF product strategy and development. She will focus on expanding Fidelity's active ETF offerings and aligning the ETF platform with market changes. Prezzavento brings extensive experience in ETF product development, having previously held positions at State Street Investment Management and ICE Data Indices. This appointment reflects Fidelity's commitment to innovation in the evolving ETF market as client demand for targeted investment solutions grows.
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SPY Historical Performance: Missing 5 Best Days Costs $154,000
The SPDR S&P 500 ETF (SPY) returned 28% over the past year. Fidelity data indicates that an initial $10,000 investment from 1988 to 2023 grew to $417,995, while missing just the five best trading days reduced this balance to $264,000, resulting in a loss of approximately $154,000. Moreover, missing the fifty best days slashed the ending value to $32,000, reflecting a 92% loss of gains. This information underscores the importance of long-term investment and the detrimental effects of market timing on portfolio growth.
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SPDR S&P 500 ETF (SPY) Achieves 28% Return in One Year
The SPDR S&P 500 ETF (SPY) delivered a 28% one-year return through May 22, 2026, with notable gains of 80% over five years and 259% over ten years. The CBOE Volatility Index peaked at $29.17 on March 27, 2026, prompting retail investor capitulation, but has since decreased to 16.76 by May 21, 2026. This highlighted the importance of maintaining a structured investment strategy despite market volatility. Fidelity reported that 654,000 of its 401(k) clients became millionaires through disciplined contributions.
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Retirement Accounts: Move to Fidelity or Schwab Won't Beat Market
The article discusses the impact of transferring retirement accounts to firms like Fidelity and Schwab. It emphasizes that timing such moves is unlikely to yield better market performance, although specific data points are not provided. It highlights the importance of considering fees and services associated with retirement accounts instead of focusing solely on market timing. While many investors may seek to optimize their returns, the long-term performance may not significantly differ regardless of the chosen firm.
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$3 Million Retirement Strategy Discussed by George Kamel
George Kamel from The Ramsey Show stated that a $3 million retirement portfolio could ensure financial security for many Americans. However, he cautioned that spending $20,000 per month could drain savings quickly. Fidelity Investments suggests retirees may spend 55-80% of their pre-retirement income. Additionally, the commonly cited 4% rule indicates that a $3 million portfolio could support approximately $120,000 in annual withdrawals, which may be unsustainable for high monthly expenditures.
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Couple with $265K in savings projected $1.7M retirement plans
Nicole and Shane have a combined household income of approximately $241,000 and $600,000 in net worth, including over $265,000 in savings. They were projected to retire with about $1.7 million by age 65, translating to roughly $130,000 annually. Financial expert Ramit Sethi evaluated their situation, suggesting that by investing more aggressively instead of holding cash, their retirement savings could rise from roughly $2.1 million to over $3 million. This situation highlights the importance of investing early to benefit from compounding interest.
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Fidelity Reports Improving Metrics in Crypto Amid BTC at $76,400
Bitcoin (BTC) is currently priced at $76,400 following a significant 52% drawdown from its all-time high in October 2025. Fidelity's Q2 2026 Signals Report indicates improving metrics for crypto, including positive near-term unrealized profitability and increased network usage. Despite the bearish sentiment from negative futures funding rates, Bitcoin's NUPL has turned positive, suggesting increasing investor confidence. ETF inflows and corporate demand may contribute to a potential market bottom earlier than historically expected, with prior cycles indicating drawdowns beyond 70%.
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Charles Schwab to Launch Crypto Trading for Bitcoin and Ether
Charles Schwab (SCHW) introduced its crypto trading platform, Schwab Crypto, allowing clients to trade bitcoin and ether. The brokerage, managing over $11 trillion in client assets, aims to compete with Robinhood, which has a younger demographic. Schwab will charge a 0.75% fee per trade, lower than Fidelity's 1% and Robinhood's variable fees. Following a revenue miss, Schwab shares fell 5% on Thursday, highlighting ongoing market challenges despite the expansion into crypto offerings.
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