Fidelity Global Investment Grade Bond ETF Series L Trust · NEO:FCIG
Fidelity Global Investment Grade Bond ETF Series L Trust — Fidelity Investments Canada ULC — Investor Presentation (2024)
13 slides from Fidelity Global Investment Grade Bond ETF Series L Trust's investor presentation, Sep 5, 2024
Slide 1: Common Investing Pitfalls: Minds on
Lesson 15 Common Investing Pitfalls Minds on Fill in the blank: Buy _____, sell _______. If all investors know to buy low and sell high, then why aren’t we all rich? © 2024 FIDELITY INVESTMENTS CANADA ULC 1810135-v202449 1
Slide 2: Brainstorm: What are some mistakes investors make?
Lesson 15 Brainstorm What are some mistakes investors make? © 2024 FIDELITY INVESTMENTS CANADA ULC 1810135-v202449 2
Slide 3: Watch and record: investing practices to avoid
Lesson 15 Watch and record What are some investing practices to avoid? © 2024 FIDELITY INVESTMENTS CANADA ULC 1810135-v202449 3
Slide 4: Common investing mistakes - Lack of diversification
Lesson 15 Common investing mistakes - Lack of diversification Mistake: Putting all funds Impact: Concentrated into a single investment or portfolios are more susceptible asset class to the risks associated with a without diversifying across specific investment, industry or different types of market.
Slide 5: Common investing mistakes - Not rebalancing regularly
Lesson 15 Common investing mistakes - Not rebalancing regularly Example: Mistake: Failing to regularly • You invest $1,000: $250 each in four companies review and rebalance the A, B, C and D. • If company A goes up in value more than the others, it investment portfolio in response will account for a
Slide 6: Common investing mistakes - Trying to time the market
Lesson 15 Common investing mistakes - Trying to time the market Mistake: Trying to time the Impact: Timing the market market by predicting when to consistently is extremely buy or sell investments based difficult, and frequent trading on short-term market can result in missed fluctuations. opportuni
Slide 7: Common investing mistakes - Emotional decision making
Lesson 15 Common investing mistakes - Emotional decision making Mistake: Allowing Impact: Emotional decisions may lead to emotions, such as fear or impulsive actions, such as panic selling during market downturns or chasing trends greed, to drive investment without proper analysis. decisions rather
Slide 8: Dollar-cost averaging
Lesson 15 Dollar-cost averaging • What do you do when you see an item that you want go on sale? • If you have space in the cupboard, you stock up. That same thinking can also apply to investing: if the company you like gets cheaper, you might load up your portfolio with new shares. • There’s one pro
Slide 9: What is dollar-cost averaging?
Lesson 15 What is dollar-cost averaging? • Investing on a schedule. • Always invest the same amount of money in certain stocks or funds at the same time – like once a month or once a quarter – regardless of fluctuations in price. • Iconic investor Warren Buffett has long advocated for DCA as a way f
Slide 10: Investigation: Dollar-cost averaging (DCA) vs. lump-sum investing
Lesson 15 Investigation: Dollar-cost averaging (DCA) vs. lump-sum investing • Choose a publicly traded company 1. Calculate your total returns if you’d made a and look it up on Google Finance. lump-sum investment by investing the entire • Compare the returns of dollar-cost amount at the beginning of
Slide 11: Example: Apple
Lesson 15 Example: Apple Number of shares purchased Total Total $ value end Mont Mont Mont Mont Mont Mont investe Total of 6 h1 h2 h3 h4 h5 h6 d shares months 1. Calculate your total returns if you'd made a lump-sum investment by investing the entire amount at the beginning of the six-month period (
Slide 12: Poll: Conclusions?
Lesson 15 Poll • How many of you chose stocks that had a greater return under lump-sum investing? • How many chose stocks that had a greater return from DCA? Conclusions? © 2024 FIDELITY INVESTMENTS CANADA ULC 1810135-v202449 12
Slide 13: Homework: Discussion post
Lesson 15 Homework: Discussion post • What factors influenced the performance of each investment strategy? • In what market conditions might one strategy be more favourable than the other? • How does risk tolerance play a role in choosing between DCA and lump-sum investing? © 2024 FIDELITY INVESTMEN
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