3 Steps to Keep Your Portfolio on Track | Fidelity

With a better understanding of the types of investments available, you can make a well informed decision about which types may be right for your portfolio. To see more videos from Fidelity Investments, subscribe to: https://www.youtube.com/fidelityinvestments Twitter: https://www.twitter.com/fidelity Google+: https://plus.google.com/+fidelity LinkedIn: https://www.linkedin.com/company/fidelity-investments ---------------------------------------------------------------------------- Once you've established an investment mix, you should focus on keeping it on track by rebalancing, and adding to your savings by regular investing. Rebalancing just means regularly monitoring and adjusting your portfolio so your asset allocation and diversi¬cation remains consistent with your selected investment mix. Think of it as doing routine maintenance, like taking your car in for an oil change to help performance and protect against larger problems down the road. Regular investing is a fancy way of saying, “Save on a schedule.” It’s one of the most important things you can do to help maximize your retirement savings. Of course, the longer you wait to start saving, the less money you’re likely to have in the long run. There are 3 key steps: First, figure out how often you want to invest – weekly, monthly, every paycheck. Then set an amount to invest each time – find a balance between stretching a little and keeping it manageable. And finally, automate it with direct deposit or automatic fund transfers. If you stick to the plan, your contributions can really add up. Take a look. Just $100 a month can grow to over $50,000 in just 20 years. And what if you increase your savings to $300 a month? In 20 years, that could grow to over $150,000. And saving $500 a month could grow to over $260,000! Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 709285.2.0

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