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
|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
|Retirement Accounts like SEP-IRA and Keogh Plan
|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.