Here are two strategies to help you create a diversified portfolio that may be suited to your needs—risk-based model portfolios constructed for a hypothetical investor to use as inspiration, and single-fund strategies that we manage so you don’t have to do the research and rebalancing. Use ...
6. Tax-smart investing techniques, including tax-loss harvesting, are applied in managing certain taxable accounts on a limited basis, at the discretion of the portfolio manager, Strategic Advisers LLC (Strategic Advisers), primarily with respect to determining when assets in a client's account sho...
On mobile, the Home screen displays portfolio value with a choice to view one month through three years of data. Accounts are listed, along with easy access to activity, individual positions, and forms. The menu is limited to Investing, Transact, Planning, and Discover options. ...
Dividends are easily reinvested back into the portfolio, much like DRIPs, but more flexible. I always liked dollar cost averaging with DRIP investing, but now there’s a better way to accomplish the same thing. That’s my primary reason for keeping this account active. Someday, I may transf...
Look to outperform the market with mutual funds actively managed by Fidelity's portfolio managers.Open an accountWhy active management with Fidelity? An actively managed fund uses either a single manager, or a team of managers to attempt to outperform the market. We believe in the power of acti...
For investors who don't have the time or the expertise to build a diversified portfolio, asset allocation funds can serve as an effective single-fund strategy. Fidelity manages a number of different types of these funds, including funds that are managed to a specific target date, funds that ...
But over 20 years, the annualized worst-case scenario for the aggressive growth portfolio would have been about the same as that for the conservative one, while the annualized best case scenario would have been 50% better for the aggressive growth mix than the conservative one—though you would...
Bond ETFs can be used to help diversify your portfolio while providing income potential for a low minimum investment. Money market funds Taxable and tax-exempt money market funds generally hold short-term fixed-income investments that can be used to diversify your portfolio and manage risk. ...
This strategy spreads out and dramatically reduces the tax impact, thereby extending the life of the portfolio from just under 23 years to almost 24 years. In this scenario, a proportional withdrawal strategy in retirement can cut taxes. This example is for illustrative purposes only and does ...
Size up your portfolio. Market movements can shift your investment mix. Too much in stocks can increase your risk of loss—too little can undermine growth potential. Aim to have a diversified mix of investments. At least once a year, take a look at your investments and make sure you have...