If your single investment goal is retirement, answer these questions online for a model portfolio tailored to your needs.
Fidelity's Asset Allocation Questionnaire uses a point system to help you find an asset allocation. It considers your timetable, current financial situation and the risk tolerance that matches your investment needs. For multiple goals, Fidelity recommends that you fill out a separate questionnaire for each one.
The questionnaire should take about 15 minutes to complete and you must answer every question. Once you finish, you will see a model portfolio and fund investments that may be appropriate for your circumstances.
You can review performance data for the funds online. Fidelity stresses that the resulting worksheet is simply a guide and notes that for many investors, some circumstances may not be appropriate.
