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Model Portfolios for Fidelity Investors

Portfolios for the taxable and tax-sheltered accounts of retirement spenders and savers.

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How Did the Retirement Saver Portfolios Perform in 2023?

Geared toward people who are several or more years from retirement, the portfolios benefited from their ample equity stakes.

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How Did the Bucket Portfolios Perform in 2023?

The portfolios thrived in the ‘everything rally,’ but defensive attributes held back relative returns.

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Model Portfolios for Short- and Intermediate-Term Goals

Investing for shorter time horizons can be harder than it looks. Here’s how to make sense of it.

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Tax-Deferred Retirement-Bucket Portfolios for Fidelity Investors

These portfolios are composed exclusively of funds on offer from the Boston giant.

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