Fidelity Baskets

Investing / Portfolios
1

Today I stumbled across Fidelity baskets. This looks like a really great way to rebalance a portfolio.

Is anyone here using it and able to share experience?

(source: https://www.youtube.com/watch?v=mOmoHNdw_fk , https://www.youtube.com/watch?v=ww4zQE13apw)

2

The feature is Fidelity playing catch-up with M1 Finance’s pies: https://m1.com/invest/what-is-a-pie/

1 Like
3

Is M1 open to swiss residents? Their ratings are not that great: https://www.wikistock.com/en/dealer/170183294420.html

In the meantime, I found that feature with Schwab (https://www.schwab.com/intelligent-portfolios).

4

But Schwabs “intelligent portfolio” seems to be very limited with which securities you can have.