Fidelity Funds Based Model Portfolios

Real Portfolios for Real Money

AlphaProfit’s Premium Service offers three popular model portfolios for individual investors and investment advisers:

Fidelity Focus for Aggressive Growth
Fidelity Core for Growth
Fidelity No-Load, No-Transaction-Fee (NL-NTF) for Global Growth

The model portfolios use Fidelity funds or other no-load, no-transaction-fee non-Fidelity funds available in Fidelity Funds Network as building blocks.

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.

Your skill at choosing funds is very impressive and I appreciate having your assistance in my financial choices.

JG, Montclair, NJ

Here is how the three Fidelity Funds based model portfolios compare:

	Fidelity Focus Model Portfolio	Fidelity Core Model Portfolio	Fidelity NL-NTF Growth Model Portfolio
Benefits	Enables investors to aggressively grow assets using high- performance Fidelity Funds	Enables investors to grow assets with diversified portfolio of high-performance Fidelity Funds	Enables investors to grow assets with global portfolio of best-of-breed funds in Fidelity FundsNetwork
Starting Account Size
Retirement Accounts like 401k, Rollover IRA, and Roth IRA	$7,500+	$25,000+	$35,000+
Retirement Accounts like SEP-IRA and Keogh Plan	$1,500+	$5,000+	$35,000+
Taxable Accounts	$7,500+	$25,000+	$35,000+
Composition	2 to 4 Fidelity funds	7 to 8 Fidelity funds on average	5 to 8 no-load, no- transaction fee Fidelity and non-Fidelity funds