Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of MIBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd
Search
Shrewd'm.com Merry shrewd investors
Search
Best Of MIBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd


The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
Answer this questionContinue to Shrewd'mThis note won't appear again
Investment Strategies / Mechanical Investing
Unthreaded | Threaded | Whole Thread (19) |
Author: rayvt 🐝  😊 😞
Number: of 6132 
Subject: Re: Fidelity's "basket portfolio" featu
Date: 06/09/26 3:54 PM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 1
I'm trying out a feature Fidelity offers for $60/year, called "basket portfolios."

Oh, wow!

I was going to say that you can do the same thing at M1 Finance for free. But M1 limits you to 1 IRA and 1 Roth and 5 taxable accounts. An account can have more than one "pie" (like FIDO "basket"), but all the holdings in a account are lumped together in the portfolio download, regardless of which pie they are in. A real PITA.
M1 only trades in the twice a day window, FIDO Baskets trade immediately. Both are, of course, only market orders.

Not $60/yr, but $5/mo. I thought it was $5 per basket but it's $5 for as many baskets as you want. Per account. I guess that would mean $5 for each account? That would be $15/mo for taxable and IRA and Roth.
Ooh, no. Looks like the enrollment is per login, not per account. Even better.

Thanks.
Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to rayvt here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 6,115 posts about Mechanical Investing. The article-length ones it recommended most:
Dividend investing · 52 recs · 2025
Non-Mag7 screen · 34 recs · 2025
OT - Div yields and returns · 32 recs · 2024
Using AI to generate backtesting programs · 30 recs · 2025
Rankings for 19Dec2022 · 29 recs · 2022
Unthreaded | Threaded | Whole Thread (19) |


Announcements
Mechanical Investing FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of MI | Best Of | Favourites & Replies | All Boards | Followed Shrewds | Open Questions | Moving a community