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6 MONTHS UPDATE
Fidelity's quality stocks down 9.5% at six months, trailing the S&P 500 by 18 points
Updated July 10, 2026
6 Months Later — Jul 10, 2026
How are Fidelity's quality stock picks from January 2026 performing after six months?
Fidelity's January 2026 quality stock picks are down 9.5% on average at the six-month mark, underperforming the S&P 500's 8.6% gain by 18 percentage points. Only one of the eleven picks has beaten the market during this stretch.
NVDA stands out as the sole winner, returning 14.1% and outpacing the index by roughly 5.5 points. The remaining ten picks have all lagged behind.
This is a straightforward underperformance story. Fidelity framed these as quality stocks suited to uncertain times, but the actual returns show most selections losing ground while the broader market climbed. The concentration of loss across the portfolio is notable — ten of eleven picks falling short suggests a systematic miss rather than isolated stumbles.
3 Months Later — Apr 13, 2026
How are Fidelity's 2026 quality stock picks performing compared to the market?
Fidelity's January 2026 quality stock picks have returned -11.3% on average through their first three months, lagging the S&P 500's -1.3% by ten percentage points. Only four of the eleven picks are currently outperforming the market benchmark.
Netflix stands alone as the portfolio's bright spot, up 15.4% and pulling well ahead of both the index and the other picks. The remaining ten selections are collectively weighing on the portfolio's overall performance.
The "quality stocks for uncertain times" theme has yet to deliver the defensive resilience its name suggests. With seven picks underperforming in a modestly negative market, the portfolio's volatility is running higher than the benchmark it aimed to shield investors from.
3 Days Later — Jan 16, 2026
How are Fidelity's 2026 outlook stock picks performing?
Fidelity's eleven stock picks from its 2026 outlook piece are down 0.6% on average after three days, slightly underperforming the S&P 500's 0.5% decline over the same window.
Only three of the eleven picks are beating the market at this early stage. RBLX stands out with a 13.8% gain, driving what little positive momentum exists in the portfolio.
The remaining eight picks are either flat or down more than the index. At three days in, the spread between Fidelity's selections and the broader market is narrow — just 0.1 percentage points — making this too early to draw meaningful conclusions about the strategy's trajectory.
Full progress so far — every tracked pick ↓
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