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Fidelity® Poll Showcases Active Investors’ Confidence
Experienced Traders Bullish About the S&P 500® Index and Optimistic About Stocks; Low Interest Rates Drive Investments in Dividend-Paying StocksBOSTON – Fidelity Investments® today announced the results of a poll of active investors, which found they are confident in both the performance of the Standard & Poor’s 500SM Index and in their own abilities to generate healthy returns. It also showed they are adapting their investment choices to try to find better yields in this current low interest rate environment.
The poll was taken during a live Fidelity Traders Summit in Ft. Lauderdale, FL. on April 11, which was also Webcast to more than 5,000 Fidelity customers. The majority of attendees and viewers were active investors, trading 36 or more times per year.
Key findings of the poll include:
• Bullish Outlook for the S&P 500® Index – Half (50 percent) of the active investors believe the S&P 500 Index will close the year up more than 100 points – to at least 1,459 – while one third (33 percent) believe it will stay within 100 points1.
• Confident in Beating/Matching the Market – Sixty-two percent of active investors say they expect to beat the market during the next 12 months. Twenty-nine percent say they will match it.
• Next Investing Dollar Going into Stocks – Sixty-seven percent of active investors say they will put their next investing dollar into stocks. Ten percent say bonds while nine percent say real estate. Through March 2012, the number of Fidelity brokerage accounts holding common stocks grew seven percent year-over-year.
• Fewer Investors Beating/Matching the Market in Last Year – While two-thirds (67 percent) of active investors say their portfolio’s performance matched or beat the S&P’s performance over the last 12 months, this is down from 80 percent from a similar poll taken in May 2011.
• Top Investing Concerns – Active investors listed their top investing concerns as European markets (44 percent), followed by the November elections (30 percent).
• Dividend-Paying Stocks are Popular – To boost their returns in this current low-interest rate environment, 71 percent are primarily investing in dividend-paying stocks, while 11 percent are primarily investing in high-yield bonds.
• Technology and Energy Sectors in Favor – When asked what sectors had the most upside potential in the next six months, 35 percent chose Information Technology and 31 percent chose Energy. Health Care, at 12 percent, rounded out the top three.
• More Market Volatility Seen as an Opportunity by Some – Nearly half (45 percent) prefer more market volatility so they can more easily find investing bargains, while 55 percent see reduced market volatility as a safe time to invest more in the equity markets.
“Experienced traders are staying actively engaged in the market – tracking their performance, seeking investments to boost their returns and even looking to capitalize on any increase in market volatility – and they are turning to Fidelity for help with their investing needs,” said James C. Burton, president of Fidelity’s retail brokerage business. “In the first quarter alone, investors opened on average more than 6,500 Fidelity brokerage accounts each trading day.”
Active investors interested in learning more about Fidelity’s retail brokerage offering can find information about the broad investment choices, comprehensive research, and advanced trading tools and services at www.fidelity.com/trading.
About the Active Investor Poll
The Fidelity Active Investor Poll was conducted April 11 at Fidelity’s Traders Summit in Ft. Lauderdale, FL. and via a Webcast hosted by On24. On average, 2,151 attendees responded to each question presented on hand-held Audience Response System devices provided by Turning Technologies and on-screen via On24. Turning Technologies and On24 are not affiliated with Fidelity Investments. The majority of Traders Summit attendees were active investors making 36 or more trades per year. The results of this poll may not be representative of all investors meeting the same criteria.
About Fidelity Investments
Fidelity Investments is one of the world’s largest providers of financial services, with assets under administration of $3.7 trillion, including managed assets of $1.6 trillion, as of March 31, 2012. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit www.fidelity.com.
Investing involves risk, including risk of loss.