Low Cost Mutual Fund & ETF Managed Portfolioslachina2023-10-25T17:58:20+00:00
Want to start investing, but don’t know where to start? Let’s take a look at various risk profiles and what that means for your portfolio!
Your portfolio can be designed based upon your “Risk Profile”. When deciding between conservative, moderate, or aggressive strategies, it’s important to keep in mind the risk level you’re willing to take and the timeline for your financial goals.
Example Portfolio Breakdown:
Low cost index mutual funds
Low Cost ETF’s (Exchange Traded Funds)
GEODE capital management
Let’s talk about the type of investments you’ll own. You’ll get a fully diversified portfolio utilizing Fidelity Investments’ low cost index mutual funds and ETF’s (Exchange Traded Funds). Let’s zoom in on a few of the investments we utilize.
Fidelity 500 Index Fund
The total internal management cost are just 1.5 Basis points 0.015%
Holdings You’ll Own:
Alphabet – Google
Johnson & Johnson
Proctor & Gamble
This one mutual fund is just a portion of a % of your total investment!