Fidelity Ishares: A Smart Investment Move?

Investing in Fidelity iShares is a great option for those looking to diversify their portfolios and generate potential income. iShares is the ETF market leader, and its range of ETFs offers convenience and long-term investment opportunities. With a Fidelity Crypto account, investors can trade in Bitcoin, Ethereum, and Litecoin, as well as numerous exchange-traded funds (ETFs) and exchange-traded products (ETPs) that hold various digital coins. Fidelity also offers access to a vast array of securities in the broad markets, most of which are not related to cryptocurrencies. iShares ETFs can be purchased through any brokerage platform, and Fidelity allows investors to buy fractional shares of iShares ETFs, starting with as little as $1. iShares ETFs provide exposure to hundreds of stocks, bonds, and commodities within a single fund, making them an attractive option for those seeking to minimise risk and match their financial goals.

iShares ETFs can be bought through any brokerage platform

IShares ETFs are a collection of bonds that can be traded intraday. They can be used to help diversify your portfolio while generating potential income, and they provide the opportunity for inflation protection, higher yields, and tax advantages. iShares ETFs can generally help reduce tax consequences because of their strategy and structure.

IShares and Fidelity are independent entities and are not legally affiliated. However, they have teamed up to deliver quality investment choices designed to help investors achieve their investment objectives. Before engaging with any broker-dealer, investors should evaluate the overall fees and charges of the firm, as well as the services provided.

Fidelity is a robust trading platform with excellent research and asset screeners, terrific trade executions, and access to a broad array of securities in the broad markets. It is a better fit for investors and traders who want a more high-tech experience, technical analysis tools, advanced charting, and access to a broader range of offerings.

Fidelity's screener tool helps find ETFs that match your investment goals

When considering whether to invest in Fidelity iShares, it is important to understand the benefits of the investment options available to you.

Fidelity has teamed up with iShares®, the ETF market leader, to offer a wide range of investment options with low expense ratios. iShares® ETFs are designed to help you achieve your investment objectives and match your financial goals with what matters to you.

Fidelity's powerful screener tool allows you to target and compare ETFs to generate ideas that closely match your investment goals. This tool enables you to search and compare ETFs to find the right ones for you. You can use various criteria and inputs to evaluate these securities, such as dividend yield, credit rating, and cash flow growth rate. The screener also includes technical screening patterns to help you identify ETFs that match your desired technical indicators.

In addition to the screener tool, Fidelity also provides other resources to support your investment decisions. These include webinars, virtual assistants, investing tips, and a Learning Center to help you make informed choices.

It is important to remember that investing involves risk, and the value of your investments may fluctuate. Be sure to consider your investment objectives, risk tolerance, financial situation, and other factors before making any investment decisions.

iShares ETFs can be purchased in fractional shares

Fractional shares are available for market orders on some investment platforms. When purchasing an eligible stock or ETF, you can set a fractional amount or a dollar amount, and the platform will calculate the fractional amount for you. For example, if you invest $100 in a stock priced at $1,000, you will own 0.1 of a share. Fractional shares can also be sold, and they may be eligible to participate in corporate actions such as stock splits.

Fractional shares are a useful way to build a diversified portfolio of stocks and ETFs, allowing you to invest by dollar amount rather than by share. This can be particularly beneficial when you want to rebalance your portfolio by dollar amount without having to convert shares to dollars or vice versa. For example, you can sell $100 of your stock ETF and then purchase $100 of a bond ETF.

IShares, the ETF market leader, has teamed up with Fidelity to offer a broad range of low-expense-ratio investment options. iShares ETFs can generally help reduce tax consequences because of their strategy and structure, and they provide exposure to hundreds of stocks, bonds, and commodities within a single fund.

iShares ETFs offer a broad range of low-expense-ratio investment options

IShares Core ETFs have offered competitive performance for over 20 years, with no capital gains distributions over the past five years. This means that investors keep more of their money, as they don't have to pay capital gains taxes. The expense ratio for iShares Core equity ETFs is also lower than that of active open-end equity mutual funds.

IShares ETFs also provide broad stock and bond exposures by tracking high-quality, established indexes. This performance can add up over time, as seen in the hypothetical growth of a $10,000 investment over 20+ years.

In addition to their Core ETFs, iShares offers a range of other ETFs to meet various investment needs. These include the iShares Flexible Income Active ETF (BINC) and the iShares Core Dividend ETF (DIVB), which seek to generate potential income and minimize volatility.

IShares ETFs also provide access to various sectors and asset classes, such as the iShares Bitcoin Trust ETF (IBIT) and the iShares Future AI & Tech ETF (ARTY). They can also help reduce tax consequences due to their structure and strategy.

Overall, iShares ETFs offer a broad range of low-expense-ratio investment options that can help investors achieve their financial goals and perform well over the long term.

iShares ETFs can help reduce tax consequences

IShares ETFs are also tax-efficient due to their low turnover, meaning they generate fewer realised capital gains as they trade less frequently than actively managed funds. As a result, ETF owners will likely incur capital gains taxes only when they sell the investment. Additionally, as investors buy and sell ETF shares with other investors on an exchange, the ETF manager doesn't have to sell holdings to meet investor redemptions, giving ETF owners more control over when to sell and making it easier to avoid higher short-term capital gains tax rates.

Furthermore, iShares ETFs can provide tax advantages for investors with taxable (non-qualified) accounts. By owning cost-efficient and tax-efficient iShares ETFs, investors can improve their long-term investment returns and retain more of their earnings. This is particularly beneficial for long-term investors, as it means more money in their account working for them rather than going to the IRS.

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