Certain sectors may perform well during periods of strengthening corporate profits
Leveraging traditionally procyclical sectors within the stock portion of your portfolio may offer an opportunity to increase your portfolio's exposure to those sectors that have historically performed well during periods of strengthening corporate profits. To help you develop your sector investment approach within the Fidelity Personal Retirement Annuity (FPRA) and gain exposure to procyclical sectors, we've developed 4 Model Portfolios based on selected target asset mixes.
Make the models work for you
These models show you different ways you might construct a portfolio of funds within FPRA based on your risk tolerance. How you invest starts with choosing an asset mix that is in line with your tolerance for risk, individual financial situation, and long-term goals.
These Model Portfolios provide an asset allocation across 6 FPRA funds, and are for investors who are looking to gain exposure to procyclical sectors.
Note: FPRA is a low-cost tax deferred variable annuity, and the Model Portfolios were created specifically with tax deferral and low-cost in mind; implementing a similar strategy in a higher cost annuity or in a taxable account may not be appropriate.
This Model Portfolio may be appropriate for investors who want the potential for capital appreciation and some growth.
This Model Portfolio may be appropriate for investors who have a preference for growth.
This Model Portfolio may be appropriate for investors who seek aggressive growth.
This Model Portfolio may be appropriate for investors who seek very aggressive growth.
