Fidelity Basket Portfolios | Customized investing | Fidelity Investments (2024)

1.

$0.00 commission applies to online U.S. equity trades and exchange-traded funds (ETFs) in a Fidelity retail account only for Fidelity Brokerage Services LLC retail clients. Sell orders are subject to an activity assessment fee (historically from $0.01 to $0.03 per $1,000 of principal). Other exclusions and conditions may apply. A limited number of ETFs are subject to a transaction-based service fee of $100. See full list at Fidelity.com/commissions. Employee equity compensation transactions and accounts managed by advisors or intermediaries through Fidelity Institutional® are subject to different commission schedules.

ETFs are subject to market fluctuation and the risks of their underlying investments. ETFs are subject to management fees and other expenses.

Stock markets are volatile and can fluctuate significantly in response to company, industry, political, regulatory, market, or economic developments. Investing in stock involves risks, including the loss of principal.

Zero account minimums and zero account fees apply to retail brokerage accounts only. Expenses charged by investments (e.g., funds, managed accounts, and certain HSAs) and commissions, interest charges, or other expenses for transactions may still apply. See Fidelity.com/commissions for further details.

Diversification and asset allocation do not ensure a profit or guarantee against loss.

The Fidelity ETF Screener is a research tool provided to help self-directed investors evaluate these types of securities. The criteria and inputs entered are at the sole discretion of the user, and all screens or strategies with preselected criteria (including expert ones) are solely for the convenience of the user. Expert Screeners are provided by independent companies not affiliated with Fidelity. Information supplied or obtained from these Screeners is for informational purposes only and should not be considered investment advice or guidance, an offer of or a solicitation of an offer to buy or sell securities, or a recommendation or endorsem*nt by Fidelity of any security or investment strategy. Fidelity does not endorse or adopt any particular investment strategy or approach to screening or evaluating stocks, preferred securities, exchange-traded products, or closed-end funds. Fidelity makes no guarantees that information supplied is accurate, complete, or timely, and does not provide any warranties regarding results obtained from its use. Determine which securities are right for you based on your investment objectives, risk tolerance, financial situation, and other individual factors, and reevaluate them on a periodic basis.

Fractional share quantities can be entered out to 3 decimal places (.001) as long as the value of the order is at least $1.00. Dollar-based trades can be entered out to 2 decimal places (e.g. $250.00).

For iShares® ETFs, Fidelity receives compensation from the ETF sponsor and/or its affiliates in connection with an exclusive long-term marketing program that includes promotion of iShares® ETFs and inclusion of iShares® funds in certain FBS platforms and investment programs. Please note, this security will not be marginable for 30 days from the settlement date, at which time it will automatically become eligible for margin collateral. Additional information about the sources, amounts, and terms of compensation can be found in the ETF's prospectus and related documents. Fidelity may add or waive commissions on ETFs without prior notice. BlackRock and iShares® are registered trademarks of BlackRock Inc., and its affiliates.

Fidelity models are provided for informational purposes only. They are made up of a group of stocks that belong to a specific industry index or share a common theme. Models may be helpful as a starting point when beginning to explore, research, and build your own investment portfolio as you can view and track the model’s performance. Fidelity is not recommending or endorsing these models by making them available to its customers. As with all your investments through Fidelity, you must make your own determination as to whether an investment in any particular security or strategy is consistent with your investment objectives, risk tolerance, financial situation, and evaluation of the security.

The ETF Portfolio builder is designed to help you create and research diversified portfolios that may be suited for your needs. Our model portfolios show one way to construct a portfolio aligned with a sample investment objective. Start by choosing your investment objective and whether you want a model of Fidelity only ETFs or one with a mix of Fidelity and iShares ETFs. Use these model portfolios as a starting point to help you research investments or help refine your existing portfolio. This information provided is intended to be educational and is not tailored to the investment needs of any specific investor or be the primary basis of your investment decision. Please see the model portfolio methodology (PDF) for more information about how the models are created. You should also carefully research any fund you may be considering prior to making an investment decision. You may consider another allocation and other investments, including non-Fidelity funds, having similar risk and return characteristics.

Screenshots and graphics are for illustrative purposes only.

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

Fidelity Basket Portfolios | Customized investing | Fidelity Investments (2024)

FAQs

How do Fidelity basket portfolios work? ›

To create a custom index with Fidelity Basket Portfolios you select a group of stocks and ETFs that you want to invest in based on whatever theme you choose–a Fidelity model, which you can customize, or just create your own—then determine the percentage weighting of each investment and invest all in a single basket.

Does Fidelity still offer basket trading? ›

Fidelity Basket Portfolios can be used in all of your nonretirement brokerage accounts, including HSA and cash management, just as you invest today. Traditional IRAs, Roth IRAs, and rollover IRAs are also eligible for Fidelity Basket Portfolios.

What are basket portfolios? ›

A basket is a collection of multiple securities (e.g., stocks, currencies, etc.) which have a similar theme or share certain criteria. For instance, a sector exchange traded fund (ETF) may contain a basket of stocks that are all in the same industry.

What is the basket approach to investing? ›

A basket trading strategy that uses share weighting will divide the overall amount equally between blocks of shares. Basket trades allow investors to create a trade that is tailored to them, that allows for easy allocation across many securities, and that gives them control over their investments.

What is the 3 portfolio rule? ›

A three-fund portfolio is an investment strategy that involves holding mutual funds or ETFs that invest in U.S. stocks, international stocks and bonds. The strategy is popular with followers of the late Vanguard founder John Bogle, who valued simplicity in investing and keeping investment costs low.

What are the benefits of basket investing? ›

Your platform will execute the individual orders as specified. By using basket orders, you can efficiently manage multiple trades, saving time and potentially reducing transaction costs. Remember to research well and conduct a thorough analysis in order to identify securities to add in your basket.

Is Charles Schwab or Fidelity better? ›

Fidelity is generally better for lower account balances (accounts less than $25,000) and direct crypto exposure. Charles Schwab is better for higher balances and offers a more comprehensive selection of advanced charting tools like the thinkorswim platform.

Which broker allows basket order? ›

F&O traders can now place multiple multi-legged strategy orders in a single click and also view the overall margin required in saved baskets with the Basket Order platform available on ICICIdirect.

How to automatically reinvest dividends with Fidelity? ›

How To Set Up Automatic Dividend Reinvestment with Fidelity?
  1. Step 1: Log in to Your Fidelity Account. ...
  2. Step 2: Navigate to Your Account Settings. ...
  3. Step 3: Select 'Dividends and Capital Gains' ...
  4. Step 4: Choose the Account You Want to Set Up Automatic Dividend Reinvestment For. ...
  5. Step 5: Select 'Automatic Reinvestment Options'

What is a basket trading strategy? ›

Basket trading is a strategy where you trade a group of securities as a single entity, allowing for diversified exposure and risk management. It's a way to execute multiple trades in one go, streamlining the trading process.

What is an example of a basket option? ›

Example. Imagine an investor in India who wants to diversify their portfolio by investing in a basket option. He/she purchases an option with stocks from various sectors, such as technology, healthcare, and finance. The investor believes the technology sector will experience significant growth.

How to invest in a basket of stocks? ›

Investment Basket is an easy way to invest in stocks. Choose from a range of Investment Baskets to fulfil your financial goals. The Cut-Off time of iBasket order execution (Buy & Sell) is 3:15 pm. Order received after 3:15 pm will execute on the next working day after the market is opened.

What is the baskets formula? ›

Average Basket Value is a common measure in many kinds of reports. It shows the average amount spent per sale. Typically it follows a predictable formula: total sales divided by number of sales.

What is the basket order strategy? ›

Defining the meaning of Basket Orders

Through such an approach, an investor can execute several trades in one go. Usually, basket orders are used to execute the so-called diversified investment strategy that is aligned with distinct financial goals or market indices.

What is the basket method? ›

It's really simple. You take an empty basket and go around the house. or the room you're in and toss everything into a basket. Stick the basket somewhere out of the way, like a closet. At the end of the week or whenever it gets full, put everything away.

How do Fidelity fidfolios work? ›

Buy and sell investments in your account to maintain the investment approach you've chosen. Use fractional shares to build a portfolio which seeks to meet a specific investment objective, which will vary by strategy. Invest any money you add to your account over time according to the investment approach you've chosen.

How much does Fidelity charge to manage a portfolio? ›

Gross advisory fee applicable to accounts managed through Fidelity® Strategic Disciplines ranges from 0.20% to 0.49% and gross advisory fee applicable to accounts managed through Fidelity® Wealth Services ranges from 0.50%–1.04%, in each case based on a minimum investment of $2 million.

What is the difference between a stock basket and a mutual fund? ›

What is the difference between a stock basket and a mutual fund? A stock basket is a collection of individual stocks traded as a single unit, while a mutual fund is a professionally managed investment fund that pools money from multiple investors and invests in a diversified portfolio.

Does Fidelity automatically reinvest? ›

Setting up Automatic Dividend Reinvestment with Fidelity can help you grow your investment over time by leveraging the power of compounding returns and ensuring that your returns are reinvested efficiently. Automating the process of reinvesting dividends through Fidelity's platform can save you time and effort.

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