Investing for Growth

As your financial needs—and the markets—change, your portfolio should evolve with them. Our investing ideas and tools can help you fine-tune your investments so they have the potential to grow with your needs.

Calculators & tools

Use our comprehensive calculators and tools to help make the right decisions to evaluate your investments and fine-tune your portfolio.

For illustrative purposes only.

Guided Portfolio SummarySMLog In Required

Get an in-depth analysis of your current portfolio and identify areas that may need more attention.

Planning & Guidance CenterLog In Required

Get a holistic view of your financial plan and explore different investment strategies that can help you stay on track.

Hypothetical Trade ToolLog In Required

Test a hypothetical trade to see how it affects your portfolio's asset allocation.

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Fidelity Viewpoints®

Our Viewpoints articles provide perspective from Fidelity on the markets and economy, investing, and personal finance.

Fidelity Learning Center

Our Learning Center offers lessons to help you better understand a wide range of topics so you can develop an investment strategy that fits your needs.

Tax-smart investing seminar

Understand the impact of taxes on your portfolio and identify strategies to help you plan for them.
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Diversify your portfolio
Good diversification can allow you to achieve returns with fewer ups and downs along the way.

Growth vs. value investing
Growth and value funds differ in the approach they take, the way they pick stocks, and the types of markets for which they are best suited.

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