Mike PhilbrickFidelity All-in-One Balanced ETFFBAL-NEBUYMay 27, 2026
For a grandchild, broad exposure to the entire US economy (and not just the Mag 7).
Actually more globally diversified than just US, and that's how you get away from concentration in the Mag 7. Remember that the US economy is now 65-70% of the global market.
A 60/40 mix, so bonds help with downside protection. Rebalancing happens on your behalf. There's 1-2% in bitcoin and alternatives like that.
Actually more globally diversified than just US, and that's how you get away from concentration in the Mag 7. Remember that the US economy is now 65-70% of the global market.
A 60/40 mix, so bonds help with downside protection. Rebalancing happens on your behalf. There's 1-2% in bitcoin and alternatives like that.