Created: 15-Sep-2024 | Market Data as of: 30-Jun-2024
Sample Portfolio vs Fidelity Target Allocation 60/40 Model Portfolio
Performance in historical events are hypothetical in nature as they assume the portfolio was in existence and their fund composition was consistent throughout all time frames reflected. For any holding not in existence during the above time frames, the percentage of the portfolio associated with that holding will be re-scaled among existing holdings pro-rata based upon the inputted portfolio weights. The performance is provided for illustrative purposes only, and should not be considered as actual portfolio returns or guarantees of future results.
The selected events are recent occurrences when the S&P 500 Index month-end prices dropped by over 10%.
Note: Currently PQC may include a target allocation portfolio of ETFs or Fidelity Model Portfolios in place of the industry benchmarks as a point of comparison. When included, it is not intended as a recommendation for any ETFs.
Performance in historical events are hypothetical in nature as they assume the portfolio was in existence and their fund composition was consistent throughout all time frames reflected. For any holding not in existence during the above time frames, the percentage of the portfolio associated with that holding will be re-scaled among existing holdings pro-rata based upon the inputted portfolio weights. The performance is provided for illustrative purposes only, and should not be considered as actual portfolio returns or guarantees of future results.
The selected events are recent occurrences when the S&P 500 Index month-end prices dropped by over 10%.
Note: Currently PQC may include a target allocation portfolio of ETFs or Fidelity Model Portfolios in place of the industry benchmarks as a point of comparison. When included, it is not intended as a recommendation for any ETFs.
Performance in historical events are hypothetical in nature as they assume the portfolio was in existence and their fund composition was consistent throughout all time frames reflected. For any holding not in existence during the above time frames, the percentage of the portfolio associated with that holding will be re-scaled among existing holdings pro-rata based upon the inputted portfolio weights. The performance is provided for illustrative purposes only, and should not be considered as actual portfolio returns or guarantees of future results.
The selected events are recent occurrences of extended periods of the Federal Reserve raising rates.
Note: Currently PQC may include a target allocation portfolio of ETFs or Fidelity Model Portfolios in place of the industry benchmarks as a point of comparison. When included, it is not intended as a recommendation for any ETFs.
Performance in historical events are hypothetical in nature as they assume the portfolio was in existence and their fund composition was consistent throughout all time frames reflected. For any holding not in existence during the above time frames, the percentage of the portfolio associated with that holding will be re-scaled among existing holdings pro-rata based upon the inputted portfolio weights. The performance is provided for illustrative purposes only, and should not be considered as actual portfolio returns or guarantees of future results.
The selected events are recent occurrences of extended periods of the Federal Reserve raising rates.
Note: Currently PQC may include a target allocation portfolio of ETFs or Fidelity Model Portfolios in place of the industry benchmarks as a point of comparison. When included, it is not intended as a recommendation for any ETFs.