Fidelity Investor Review

Tuesday, April 20th

2021 Investment Newsletter Reviews

Fidelity Investor

• Cost: $34.95 for 6 months
• Free gifts with subscription
• 30-day risk-free guarantee

If you're already invested in Fidelity mutual funds - or would like to be - Fidelity Investor could be worth your time as an investment newsletter. While Fidelity is, on its own, already one of the best actively-managed mutual fund families available today, many investors don't know how to structure their Fidelity holdings for maximum returns.

Focus on Fidelity

Enter Jim Lowell, the editor of Fidelity Investor: a "private and independent advisory published for individual investors seeking superior performance from their Fidelity investments". Lowell puts his experience as a former employee of Fidelity to work for you, including his background as one of the creators of Fidelity's publications, Fidelity Focus and Investment Vision (which later became Worth magazine).

Sure, Fidelity already gives you an education in how to invest, but do they tell you which funds to put in your portfolio? When to buy and sell them? How to find the winners - and how to spot red flags? Fidelity Investor is the investment newsletter that aims to give you those answers and more.

Inexpensive newsletter

A big reason to consider subscribing to this newsletter is because it's extremely affordable. At the time of our most recent review, you could get 6 months for $34.95 - total, not per month. The subscription also comes with bonus gifts that you get to keep no matter what: "Fidelity's 7 Most Powerful Funds You Must Own Now", "Fidelity's Top Sector Funds and ETFs", and "Ranking Fidelity's True Genius: Fidelity Fund Managers Exposed", three reports that can help you with your strategy even if you don't wind up choosing to subscribe to the investment newsletter long-term.

30 day risk-free trial

Fidelity Investor has a 30-day risk-free trial. You do have to pay for your subscription upfront, but you'll have those 30 days to determine if the information provided is worth keeping. If not, you can request a refund - but any bonus gifts you received are yours to keep.

This investment newsletter is usually priced at $34.95 per quarter, but during our most recent visit there was a promo in place offering two quarter-long subscriptions for the price of one - in other words, a 6-month subscription for the same price of $34.95, with all of the bonus gifts included.

Good customer responsiveness

One plus for Fidelity Investor is that the company providing it, InvestorPlace, earned an "A+" rating and accreditation from the Better Business Bureau. However, within the company's BBB listing, there were a few dozen complaints and negative reviews, most often regarding difficulties with cancelling subscriptions and getting refunds for improper charges. Of course, any company with a history spanning half a century is going to get its share of complaints, and the flawless rating from the BBB means that, at least as far as they are concerned, InvestorPlace is responding appropriately to each one.

High compliments

We found plenty of compliments for Fidelity Investor, and you won't find an investment newsletter that's equally affordable and informative. But, the biggest drawback is the most obvious: if you're not interested in Fidelity funds, this newsletter will have nothing for you, no matter how inexpensive or well-written it is.

So, if you specifically want to up your game as an investor in Fidelity funds, you won't likely find a better resource than Fidelity Investor, and you're protected by a risk-free guarantee if you want to take it for a spin. But, if you're looking for strategies for literally any other type of investing, you'll need to choose a different investment newsletter.