FCPI: Fighting Inflation With Strong Fundamentals And Moderate Volatility

The Fidelity Stocks for Inflation ETF (FCPI) offers a diversified, inflation-oriented portfolio with strong value and growth characteristics, emphasizing sectors resilient to inflation.

FCPI underperformed the S&P 500 since inception but demonstrated superior resilience during the 2022 inflationary bear market and leads peers in risk-adjusted returns.

FCPI is well-suited for investors seeking inflation mitigation, with PPI and INFL as solid alternatives with better total return and liquidity, respectively.

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This article updates my review of June 2024 in light of recent performance, and current holdings and outlook.

FCPI fast facts

The Fidelity Stocks for Inflation ETF (FCPI) was launched on 11/5/2019 and tracks This article was written by Fred Piard 16.44K Followers Follow Fred Piard, PhD. is a quantitative analyst and IT professional with over 30 years of experience working in technology. He is the author of three books and has been investing in data-driven systematic strategies since 2010. Fred runs the investing group Quantitative Risk & Value where he shares a portfolio invested in quality dividend stocks, and companies at the forefront of tech innovation. Fred also supplies market risk indicators, a real estate strategy, a bond strategy, and an income strategy in closed-end funds. Learn more.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of GOOGL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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