Employers Offering Fidelity

If your employer is listed above you may have a 401(k) option called BrokerageLink. This feature allows you to implement a stock filter model, effectively enabling you to manage your own customized “fund” within your retirement plan.

Don't Settle for Less

Unlock the power of your 401(k). We’re showing you how to go beyond funds by taking control and utilizing a stock filter to find more growth potential. It requires more effort but offers more opportunities.

Introducing the Stock Filter

What if a smarter, more disciplined approach could deliver superior results? When applied during this period, our stock filter generated nearly ten times the value of the benchmark index. Had the filter been treated as an individual stock, it would have ranked #2 out of 100, outperforming all but one stock in the group.

Identifying Growth Opportunities

The stock filter is driven by a disciplined, systematic ranking system rather than chance. It identifies high-quality stocks with strong momentum. The sample trades above demonstrate how the filter successfully captured significant gains by selecting these stocks and holding them over a period of several months.

Retire Years Earlier

The impact is significant. By allocating just 5% of your 401(k) to the stock filter, you can potentially accelerate your retirement timeline and reach your financial goals sooner than would otherwise be possible.

Stock Filter Process

Each week, the 100 largest stocks on the Nasdaq are systematically ranked. The top 5 stocks are selected and held for a minimum of three weeks. It continuously rotates into the leading 5 stocks.

Stock Filter Process (cont'd)

Repeating this mechanical process at regular intervals has outperformed the index.

Compared to Index Fund

It's a dynamic process rather than a static product. The missing component is you.

How it Works

Each Monday, the Stock Filter app sends out the list of stocks for the week. If there are any changes from the prior week, open the Fidelity Mobile app and make the trades. Changes occur every other week on average.

Recent Activity

Shows the stock holdings for each of the Mondays during Q1 2026. There were trades made on 5 of the 13 Mondays during this quarter. The remaining Mondays required no activity.

How to Get Started

The Stock Filter alerts subscription is $15 per month. The first 30 days are a free trial. Cancel anytime.

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