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Analyze, compare, and optimize your investment strategy in minutes with our free portfolio analysis tool. New to PQC? Sign up and give it a try in just a few simple steps.
Fidelity Multi-Asset Income Model Portfolio Designed to provide a high level of income. Looks beyond standard deviation in seeking to manage risk. Invests in fixed income sectors and equity income strategies.
Our guideline is to limit withdrawals to 4% to 5% of your initial retirement savings 4 , then keep increasing this withdrawal based on inflation. Read Viewpoints on Fidelity.com: How can I make my savings last?
Leveraging its diverse global investment management expertise and insights, Fidelitys Asset Management division is focused on delivering the best customer experience in the financial services industry.
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These strategies continue to be managed by a highly experienced team of portfolio managers. Before investing, consider the funds investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information. Read it carefully.
A service for Fidelity customers, Fidelity portfolio analysis provides expanded information about your portfolio (or a portion of your portfolio) by: Giving both graphical and holdings views of your account assets. Showing your asset allocation, foreign and domestic stock exposure, and industry weightings.
At Fidelity, we believe: Investors should begin the portfolio review process by clearly defining their investing goals and time frame, then commit to periodic reviews of their portfolio. Build a strategy designed for your needs, and stay committed to it.

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