Fidelity Independent Adviser Home
Ask Don a question
Order by phone:
(800) 548-3797
Receive financial updates
"The Fidelity Independent Adviser features easy-to-follow models for both aggressive and conservative investors, including portfolios optimized for growth, growth and income, retirement income, international investments, and tax-efficient funds."
–Donald R Dion,
President and Chief Investment Strategist

It is not profitable to make investment decisions based on limited information. That’s why the new, and recently expanded, ETF Report newsletter provides 5 ETF portfolios using exchange-traded funds (ETFs). These portfolios include: the ETF Sector Portfolio, ETF Growth Portfolio, ETF Growth & Income Portfolio, ETF Retirement Income Portfolio, and the ETF International Portfolio. It is our goal to help you become well–informed before making financial decisions. That’s why the ETF Report prides itself on giving you the necessary information you need in order to further your financial profits.

In the ETF Report, Don Dion applies his outlook for the market’s future and pragmatic investing approaches to the new world of ETFs, through portfolio diversification and daily monitoring of fund data and trends. The ETF Report is packed full of market commentary and unique portfolios so you can match it to your personal investment goals. The model portfolios alone will save you days of tedious and time-consuming research. These model portfolios will have detailed discussions of funds in the model portfolios and the ETF Report will include my Power Index and Power Trend ranking of ETFs, up–to–date information on new ETFs being launched, ETF reviews, comparisons, and MORE!

ETFs are a new way to participate in sector markets because they trade like stocks on the AMEX and NYSE. They also give your portfolio domestic, international, and sector exposure in a diversified, cost–effective way. If ETFs interest you, you will find all of the data that you need in order to make informed decisions in my new ETF Report newsletter!

Subscribe Now:

  • Money-Back Guarantee on your subscription.
  • Email Delivery by the 10th of the month and postal delivery shortly thereafter.
  • Power Index Ratings on the top ETFs.
  • Buy, Sell, and Hold recommendations.
  • Features model ETF portfolios that you can use in accordance with your level of risk tolerance.
  • My outlook on the future of the market and its implications for ETFs.
  • 12 Monthly Issues You will receive email notification of the online newsletter at the beginning of the next subscription period.
  • Recently Expanded to 12 pages:
    • 273 funds covered.
    • New asset classes, including commodities, currencies, and real estate.
    • New fund families, such as WisdomTree, which employs dividends and core earnings rather than market capitalization.
    • Additional emerging markets such as India and the Middle East.

The Fidelity Independent Adviser is completely independent of, and not affiliated with, Fidelity Investments.
The Fidelity Independent Adviser takes your privacy seriously. Our privacy policy can be found here.

No representation is made that any account will or is likely to achieve profits or losses similar to those shown, and there are frequently significant differences between hypothetical performance results subsequently achieved by following a particular strategy. PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. All investments involve risk including loss of principal.