Portfolio SelectorSM Demo Go to Portfolio Selector
Overview | Build Your Profile | Asset Mix | Fund Preferences | Model Portfolio | Diversification | Next Steps
Overview
Fidelity's Portfolio SelectorSM, a service of Strategic Advisers, Inc., a registered investment advisor and a Fidelity Investments company, helps you design an investment strategy for your rollover or transfer of assets. This service will help you to learn how to invest your retirement savings in a diversified portfolio by employing basic investment principles.
In Portfolio SelectorSM, you:
round gold bullet Build Your Profile to identify your investment time horizon and risk profile
round gold bullet Determine your Target Asset Mix
round gold bullet Indicate your Fund Preferences to narrow your mutual fund options
round gold bullet Identify a Model Portfolio of mutual funds and then substitute alternative mutual funds for your model portfolio if you desire
round gold bullet Learn about Diversification in a model portfolio
round gold bullet Determine the Next Steps in pursuing your investment strategy
Important Demo Information
This demonstration illustrates features of the Fidelity Web site available to customers. The demonstrations use hypothetical information that is not current and should not be relied upon for your investment decisions.

The demonstrations should be used to illustrate the information and functionality available through Fidelity's Web site only. Certain investment information in the Web site is prepared by independent investment research companies who are not affiliated with Fidelity Investments or any of its affiliates. Any companies, trading symbols, or mutual funds mentioned are provided for illustrative purposes and should not be used or construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security.

Actual information provided may be outdated, and should not be relied on as accurate. The screen images may differ in small ways from the actual screens in the product, and not all of the functions work exactly as they would in the actual product. Customer names, account numbers, and the positions held in the accounts are hypothetical and used solely for illustrative purposes.

Overview | Build Your Profile | Asset Mix | Fund Preferences | Model Portfolio | Diversification | Next Steps
 

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