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+|
|Composition||2 to 4 Fidelity funds||7 to 8 Fidelity funds|
|5 to 8 no-load, no-
transaction fee Fidelity and non-Fidelity funds
All three model portfolios are designed to eliminate your fees and brokerage commissions as well as minimize your tax bite.