EDUCATION DAY: APRIL 16, 2020

DIY portfolio review: To rebalance or not?

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What is on our agenda today?

Where are you now?Do you have a goal? Has it changed? What is your asset mix?

Where do you want to be?Using the tools to compare, research, analyze, and review equities

How do you adjust?Changing allocations, placing trades, working with an advisor, and alternative managed accounts

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Key Takeaways

Know where you standKnow what you own why own it and be aware of your exposure as it relates to your own goals

Get a planUpdate your watchlist

Powerful toolsUse our tools to take action if needed

Utilize your resourcesSeek advice if needed ask yourself “Am I comfortable managing this portion of my portfolio in this current market environment?”

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Visit the Fidelity Learning Center

Learn more about investing, trading, and personal finance

Read: Learn about a variety of topics with timely articles and viewpoints

Watch: Check out instructional videos to help you perform certain tasks or functions

Attend: Register for monthly webinars

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ThankYou

Please join us for ourupcoming webinars

Download Active Trader Pro for free atFidelity.com/ATP

Questions? Call a trading specialist at 800-564-0211

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EDUCATION DAY: APRIL 16, 2020

DisclosuresAny screenshots, charts, or company trading symbols mentioned, are provided for illustrative purposes only and should not be considered an offer to sell, a solicitation of an offer to buy, or a recommendation for the security.

Stock markets are volatile and can fluctuate significantly in response to company, industry, political, regulatory, market, or economic developments. Investing in stock involves risks, including the loss of principal.

© 2020 FMR LLC. All rights reserved. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

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