Automating Your Portfolio: M1 Finance vs. Fidelity Basket Portfolios
In the final episode of the 2026 Boot Camp series, Paul Merriman sits down with Chris Pedersen and Daryl Bahls to tackle the last fork in the road every investor faces: how to and how much automation to use. After all the boot camp decisions — stocks versus bonds, which equity asset classes, how much fixed income, how to handle contributions and withdrawals — the final question is how much of the day-to-day management you should hand off to a tool, and which tool is right for you.
Chris walks through how M1 Finance “pies” let buy-and-hold investors put their portfolios…
The skinny
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