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Overview

The first step to smart retirement investing is building a portfolio that’s right for your situation. It doesn’t have to be complicated…understanding the basics of asset allocation and diversification will help you get started. And learning a little about rebalancing will help keep you on track.

Objectives

When you complete this course, you will:

  • Know the importance of asset allocation and diversification to your portfolio
  • Understand how regular saving will help grow your portfolio, and rebalancing will help keep you on track
  • Be able to explore investment options available at Fidelity
Course Outline
Title Type Highlight
1. Build your portfolio Video
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Keep in mind that during the portfolio construction process, it is essential that you remember to maintain your asset allocation and diversification.

Keep in mind that during the portfolio construction process, it is essential that you remember to... More
2. Stay on track Video
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Over time your initial investment weightings, current financial situation, risk tolerance, and future needs may change - This is why you need to periodically analyze and rebalance your portfolio.

Over time your initial investment weightings, current financial situation, risk tolerance, and... More
3. Keep it simple Tools
Fidelity's guidance tools can help you take the guesswork out of saving for retirement.

Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.

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