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Leveraging fixed income & bond investing tools on Fidelity.com

Overview

In this course you will learn how to navigate and use Fidelity's comprehensive suite of fixed income and bond tools. These tools will help you when searching for bonds & CDs, monitoring your fixed income portfolio, building a bond ladder, and more.

Objectives

When you complete this course, you will be able to:

  • Leverage the fixed income and bond pages to search for bonds & CDs, view bond-related news and research, access bond tools, and learn about services to help manage your fixed income portfolio
  • Use the Fixed Income Analysis tool to help visualize cash flow, monitor sources of potential risk, and model the interest rate sensitivity of your fixed income portfolio
  • Construct a bond ladder and analyze the results to determine if they match your investment objectives
Course Outline
Title Type Highlight
1. Navigating the Fixed Income & Bonds page on Fidelity.com Video
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This video will show you how to navigate the Fixed Income & Bonds page on Fidelity.com to search for Bonds and CDs to build your portfolio as well as access research, tools, and services we offer to help manage your portfolio.

This video will show you how to navigate the Fixed Income & Bonds page on Fidelity.com to search for... More
2. Using a scattergraph in fixed income analysis Video
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Do you prefer a visual? You can view bond search results in a scattergraph which plots the offerings against relevant yield curves.

Do you prefer a visual? You can view bond search results in a scattergraph which plots the offerings... More
3. Conducting fixed income analysis on Fidelity.com Video
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See positions that are maturing or may be called in the next 30 days, sort positions by maturity, group positions into a list. View analytic charts to help identify different types of risk or diversification opportunities within your bond and CD portfolio.

See positions that are maturing or may be called in the next 30 days, sort positions by maturity,... More
4. Using the Bond Fund & Fixed Income Illustrators Video
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Available on the Cash Flow Calculations tab within the Fixed Income Analysis Tool, the illustrator allows you to evaluate current year income calculations – you can apply either a 30-day yield, the Indicated Annual Dividend, or enter a hypothetical yield.

Available on the Cash Flow Calculations tab within the Fixed Income Analysis Tool, the illustrator... More
5. Evaluating interest rate risk in your fixed income portfolio Video
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Learn how to use the Interest Rate Sensitivity Illustrator to help identify potential areas of interest rate risk and confidently manage your fixed income portfolio.

Learn how to use the Interest Rate Sensitivity Illustrator to help identify potential areas of... More
6. Using the bond ladder tool Video
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The Bond Ladder Tool guides you through a three-step process to build a portfolio of bonds that mature at staggered intervals and gives you a side-by-side comparative view. Learn to customize the ladder and have Fidelity suggest a bond for each rung, or use a self-directed approach.

The Bond Ladder Tool guides you through a three-step process to build a portfolio of bonds that... More
7. Establishing & interpreting fixed income alerts Video
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Fixed income alerts can help to save you time by conveniently providing relevant account and market information you need in a timely fashion.

Fixed income alerts can help to save you time by conveniently providing relevant account and market... More

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, liquidity risk, call risk, and credit and default risks for both issuers and counterparties. Unlike individual bonds, most bond funds do not have a maturity date, so holding them until maturity to avoid losses caused by price volatility is not possible.

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