Portfolios

The portfolio will be designed based upon how your score on our “Risk Profile” questions.

Conservative:

  • 50% Stocks
  • 50% Bonds
Conservative: 50% Stocks, 50% Bonds

Moderate:

  • 70% Stocks
  • 30% Bonds
Moderate 70% Stocks, 30% Bonds

Aggressive:

  • 85% Stocks
  • 15% Bonds
Aggressive, 85% Stocks, 15% Bonds
  • Professionally managed
  • Low cost index mutual funds
  • Low Cost ETF’s (Exchange Traded Funds)
  • Risk based algorithms
  • GEODE capital management

Example Portfolio Breakdown:

Portfolio Example: 60% US Stocks, 15% Bonds, 25% International Stocks

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%

Fidelity 500 Index Fund Pie Chart

Holdings You’ll Own:

  1. Apple
  2. Microsoft
  3. Amazon
  4. Facebook
  5. Berkshire Hatheway
  6. JP Morgan
  7. Alphabet – Google
  8. Johnson & Johnson
  9. Visa
  10. Proctor & Gamble

+490 MORE!

This one mutual fund is just a portion of a % of your total investment!

Ready to Get Started?

  • Use our calculator at NO COST
  • Explore the different investment options
  • Connect your accounts with our easy-to-use tracking tools!
START HERE