Have you been following the U.S. election? I stayed up late on election night to catch every update! Now that we know Donald Trump will be the next president, you may be curious about what this could mean for the markets.
There are potential benefits for investors, including tax relief, reduced regulations in different sectors, and a pro-business approach that could support economic growth.
Of course, as with any new administration, there may be some shifts in foreign policy areas, like tariffs, trade, or even the ongoing situation in Ukraine.
So, how should we position our portfolios? I recommend choosing a portfolio with a strong track record that’s built to handle all market conditions.
The Fidelity Global Growth Portfolio is a great example. Launched back in April 2007, this portfolio has navigated the policies and economic shifts under various U.S. presidents:
- George W. Bush (Republican): January 20, 2001 – January 20, 2009
- Barack Obama (Democrat): January 20, 2009 – January 20, 2017
- Donald Trump (Republican): January 20, 2017 – January 20, 2021
- Joe Biden (Democrat): January 20, 2021 – Present
Despite these changes, the portfolio has maintained an impressive long-term performance.
The above chart and table are generated from the Fidelity.ca website. Please refer to the fund facts for exact details.
Here’s a quick update on the Fidelity Global Growth Portfolio:
- This well-diversified portfolio includes Canadian, U.S., and international equities, commodities, and fixed income, providing a balanced approach.
- It includes some of Fidelity’s top-performing funds and has delivered a compound annualized return of 9.17% over the past 15 years (as of September 30, 2024).
- Remember, this is an average return; some years will vary.
- The risk rating is low-to-medium
- Here’s the fund profile page.
- This portfolio is available for RRSP/RRIF, LIRA/LIF, TFSA, non-registered accounts, and RESP.
Last month, I had a lunch meeting with Fidelity’s portfolio management team, and I continue to appreciate their managed solutions. Their commitment to thorough market research and trend analysis contributes to their solid track record.
If you’re curious about whether the Fidelity Global Growth Portfolio might fit your financial goals, feel free to reach out. I’m just an email away and always happy to help!
Quick reminder: While Fidelity’s investments are appealing, it’s important to ensure they align with your investment profile, goals, and risk tolerance. A discussion and review of the fund facts will help guide you before making any decisions.
When it comes to investments, it’s important to build a portfolio that is suitable according to your objective, risk profile and time horizon. If you are looking for investment advice from a trusted professional, you may CLICK HERE to gain a better understanding of our investment planning process.
Disclaimer:
The comments contained herein are a general discussion of certain issues intended as general information only and should not be relied upon as investment, financial, legal, accounting or tax advice. Please obtain independent professional advice, in the context of your particular circumstances. This newsletter was written, designed and produced by Samuel Li for the benefit of Samuel who is Advisors at : SamuelConsultant.com is a registered trade name with Investia Financial Services Inc., and does not necessarily reflect the opinion of Investia Financial Services Inc. The information contained in this article comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any securities.
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