Our Portfolio Model Service

Tradingvesting offers access to our proprietary model portfolios of Stocks and ETFs.

A model portfolio of Stocks and ETFS managed by Tradingvesting at a low minimum investment.

A dedicated team of experienced managed account professionals some of which may not typically be available to retail investors, with the potential for improved pricing and an exclusive client site on Tradingvesting.com.

Based on your investor profile, including your risk tolerance, time horizon, and investment goals, a model portfolio will be selected and actively managed by Tradingvesting.com.

Investment strategy

Your long-term asset allocation and the mutual funds which make up your portfolio comprise your investment strategy. Over time, your investments will be actively monitored and adjusted with the goal of taking advantage of upside market activity while seeking to minimize downside risk.

Investment strategy

A mix of stock and bond mutual funds, including the Strategic Advisers Funds, which are exclusive to Fidelity. We invest with Fidelity and non-Fidelity money managers from across the globe.

How we keep in touch
Fidelity contacts

An account executive, portfolio specialist, or client management team member will be assigned to you.

Customized communications

Monthly statements, quarterly investment reviews, and an exclusive client website with access to account-specific information, investment commentary, and market insights from Fidelity

AAII model portfolios provide members with stock and fund research and analysis. Our ultimate goal with these portfolios is to provide you with the best of both worlds—investment ideas and investment education.

Jim Van Meerten is an investor who uses Barchart Screeners, Technical Indicators, Signals Search and more to find interesting stocks for Barchart readers to review.

Jim creates hypothetical funds and posts daily updates. He shows you the performance for his "virtual portfolios" which all generated over 30% return in 2013. You'll learn how a professional uses our proprietary tools to uncover real opportunities in the stock market!

Follow every trade in his three model portfolios where he explains the reasons behind every buy and sell, and provides insight on how to find the best stocks in different sectors

What Are Model Portfolios?

There are three ways to manage money: Market timing, security selection, and asset allocation. The first two, in our opinion, involve too much guesswork and risk, so we take an approach that focuses on pure asset allocation. We’re not going to be guessing where any market is going, nor chasing hot stocks or ETFs with your money.

The first step in the investment management process is Discovery or “Fact Finding.” This is where we give you an investment management questionnaire to fill out. If you compare the process to going to the doctor, Fact Finding is like getting a physical. Once the doctor gets to know you, recommendations can be made. This process is the same with financial planning and investment management - good recommendations are hard to make without getting to know you first.

Once the fact finder is filled out, we can determine which of five investment risk tolerance categories you best fit into. Because it summarizes how you feel about investment risk, this is the most important of the five life factors used to determine the mix of asset classes.

Holding an investment portfolio comprised of asset classes with healthy correlations to each other is just about the only way to reduce risk while still getting the returns that will end up beating the markets.

Portfolio Comparison

it's important for investors to compare their stock market returns to an index to make sure they're on track. For the vast majority of investors, the best thing to do is to compare your portfolio against the Standard & Poor's 500 index.