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Build your fixed income portfolio

  • Fixed Income

Overview

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In this course you’ll learn how to build a fixed income portfolio. A better understanding of different available strategies may help you make a well-informed decision regarding what may be right for your portfolio.

Objectives

When you complete this course, you will:

  • Be familiar with different techniques to build and diversify your portfolio
  • Know the potential benefits and risks of implementing various investment strategies
  • Determine the next steps when building your fixed income portfolio
Course Outline
Title Type Highlight
1. Diversify your portfolio Article
Diversification is a technique that reduces risk by allocating investments among various financial instruments, industries and other categories. It aims to maximize return by investing in different areas that would each react differently to the same event.
Diversification is a technique that reduces risk by allocating investments among various financial...
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2. Bond investment strategies Article
In this lesson we discuss the importance of being diversified across maturity dates when investing in individual bonds. Bond ladders, barbells and bullets are three strategies that may help you achieve this.
In this lesson we discuss the importance of being diversified across maturity dates when investing...
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3. Types of bond funds Article
Building a portfolio of fixed income funds starts with identifying your investment goals, then understanding how different types of bond funds align with those goals.
Building a portfolio of fixed income funds starts with identifying your investment goals, then...
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4. Retirement income strategies Article
This lesson will introduce the use of annuities as a tool in your portfolio. Please take special note of the pros and cons section.
This lesson will introduce the use of annuities as a tool in your portfolio. Please take special...
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5. Evaluating a bond fund Article
Evaluating bond funds does not have to be complex. By using a few factors you will gain insight into risk and return, which will then give you a feel for the fund's future volatility and return.
Evaluating bond funds does not have to be complex. By using a few factors you will gain insight into...
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Interest rate drivers

  • WILEY GLOBAL FINANCE

Bond ETFs

  • WILEY GLOBAL FINANCE

Before investing, consider the funds’ investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information. Read it carefully.

Diversification/Asset Allocation does not ensure a profit or guarantee against loss. 

In general the bond market is volatile, and fixed income securities carry interest rate risk. (As interest rates rise, bond prices usually fall, and vice versa. This effect is usually more pronounced for longer-term securities.) Fixed income securities also carry inflation risk and credit and default risks for both issuers and counterparties. Unlike individual bonds, most bond funds do not have a maturity date, so avoiding losses caused by price volatility by holding them until maturity is not possible.


Any fixed income security sold or redeemed prior to maturity may be subject to loss.

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