TRADESTATION GROUP INC. EMPLOYEE SAVINGS RETIREMENT PLAN Investment Model Portfolios

Investment options of TRADESTATION GROUP INC. EMPLOYEE SAVINGS RETIREMENT PLAN

Total Available Funds: 16

Asset Class

Ticker

Description

US EQUITY
Mid-Cap Growth	FMCSX	Fidelity Commonwealth Trust: Fidelity Mid-Cap Stock Fund
LARGE BLEND	FUSEX	Fidelity Concord Street Trust: Spartan 500 Index Fund; Investor Class Shares
MID-CAP VALUE	FSMVX	Fidelity Devonshire Trust: Fidelity Mid Cap Value Fund; Mid Cap Value Shares
LARGE GROWTH	FNCMX	FID NASDAQ COMP INDX
SMALL BLEND	FSCRX	FID SM CAP DISCOVERY
LARGE GROWTH	FOCPX	FID OTC PORTFOLIO
LARGE VALUE	FSLVX	Fidelity Devonshire Trust: Fidelity Stock Selector Large Cap Value Fund; Large Cap Value Shares
MID-CAP BLEND	FLVCX	FID LEVERGD CO STK
LARGE GROWTH	FMILX	FID NEW MILLEN

FIXED INCOME
ULTRASHORT BOND	FUSFX	Fidelity Income Fund: Fidelity Ultra-Short Bond Fund
SHORT GOVERNMENT	FFXSX	Fidelity Advisor Series IV: Fidelity Institutional Short-Intermediate Government Fund
Inflation-Protected Bond	FINPX	Fidelity Salem Street Trust: Fidelity Inflation-Protected Bond Fund
Intermediate-Term Bond	FBIDX	Fidelity Salem Street Trust: Spartan US Bond Index Fund; Investor Class Shares

Others
Target Date 2036-2040	FFFFX	Fidelity Aberdeen Street Trust: Fidelity Freedom 2040 Fund
Health	FBIOX	FID SEL BIOTECH

Emerging Market
Latin America Stock	FLATX	FID LATIN AMERICA

Investment model portfolios

We provide two types of investment model portfolios for TRADESTATION GROUP INC. EMPLOYEE SAVINGS RETIREMENT PLAN participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
  - Less error-prone
  - Infrequent rebalancing or transactions
  - Tax efficient for taxable brokerage investments
- Cons:
  - Interim loss or drawdown can be substantial
  - Possible low returns for an extended period, such as 10 years or longer
Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
  - Reduce large interim loss or drawdown
  - Less sensitive to investment entry point
  - Likely to improve returns
- Cons
  - Demand more frequent rebalancing or transactions
  - Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
  - Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.

Customize a model portfolio now

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