Link to the Charles Schwab investor questionnaire: https://www.schwabmoneywise.com/publi...


In this video I discuss how to create a three fund portfolio with Fidelity. I first discuss how to create a three-fund portfolio with Fidelity if you have a brokerage account with them. In this, I use Fidelity Zero funds to get the lowest expenses. The index funds include FNILX, FZILX, FXNAX.



I also discuss how to create a Three Fund portfolio if you don’t use Fidelity as your broker but use a different broker. I use FXAIX, FTIHX and FXNAX to accomplish this.


0:00 Intro
1:40 How to create a three fund portfolio with a Fidelity account
5:55 Charles Schwab Investor Questionnaire.
10:02 How to create a 3 fund portfolio outside of Fidelity but using Fidelity funds.


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Disclaimer: These are the ideas and opinions of the video creator. The video references opinions and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice as I am not licensed to give investment advice.