• Print
  • Default text size A
  • Larger text size A
  • Largest text size A

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 planning your retirement strategy, building a bond ladder, managing your fixed income portfolio, and more.

Objectives

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

  • Interact with the features and capabilities of the scattergraph designed to simplify the overall use of the graph in your analysis process
  • Construct a bond ladder and analyze the results to determine if they match your investment objectives
  • Use the Fixed Income Analysis Tool to help manage estimated cash flow and understand the composition of your fixed income portfolio
Course Outline
Title Type Highlight
1. Using a scattergraph in fixed income analysis Video
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
2. Using the bond ladder tool Video
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
3. Conducting fixed income analysis on Fidelity.com Video
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
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. Establishing & interpreting fixed income alerts Video
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 avoiding losses caused by price volatility by holding them until maturity is not possible.

676243.1.0