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Fidelity Funds Based Model Portfolios
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Real Portfolios for Real Money
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AlphaProfit's Premium Service offers three popular model portfolios for individual investors and investment advisers:
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Fidelity Focus for Aggressive Growth
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Fidelity Core for Growth
- Fidelity NTF for Global Growth
The model portfolios use Fidelity funds or other no-load, no transaction fee (NTF) non-Fidelity funds available in Fidelity Funds Network as building blocks.
"Your skill at choosing funds is very impressive and I appreciate having your assistance in my financial choices."
JG, Montclair, NJ
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You can use the model portfolios in retirement accounts like 401k, Rollover IRA, Roth IRA, SEP-IRA or Keogh plans as well as taxable accounts.
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Fidelity Focus Model Portfolio |
Fidelity Core Model Portfolio |
Fidelity NTF Growth Model Portfolio |
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Benefits
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Enables investors to
aggressively grow
assets using high-
performance Fidelity
Funds
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Enables investors to
grow assets with
diversified portfolio of
high-performance
Fidelity Funds
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Enables investors to
grow assets with global
portfolio of best-of-breed
funds in Fidelity
FundsNetwork
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Starting Account Size
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Retirement Accounts like 401k, Rollover IRA, and Roth IRA
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$7,500+
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$25,000+
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$35,000+
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Retirement Accounts like SEP-IRA and Keogh Plan
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$1,500+
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$5,000+
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$35,000+
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Taxable Accounts
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$7,500+
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$25,000+
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$35,000+
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Composition
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2 to 4 Fidelity funds
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7 to 8 Fidelity funds
on average
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5 to 8 no load, no-
transaction fee (NTF)
Fidelity and non-Fidelity
funds
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All three model portfolios are designed to eliminate your fees and brokerage commissions as well as minimize your tax bite.
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Protect & grow your wealth with
Fidelity Fund picks from free e-letter
AlphaProfit MoneyMatters
By Hulbert #1 rank winner Dr. Sam Subramanian
'Incisive Insights, Impressive Results' - Jim Woodruff
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