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Fidelity Portfolio

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Latest forum discussions

We tracked 808 total in the last 3 months

One thing to consider is what the money is currently invested in. If many of the funds will not transfer to Fidelity, that means you'll be transferring cash. In a situation like that, I'd rather my entire portfolio not be out of the market all at one time.
Published on 2021-09-21 in the Personal Investments forum
This discussion is in English.
....asp?mcsymbol=TQQQ https://screener.fidelity.com/ftgw/etf/goto/snapshot..., it looks like the proposed portfolio is a barbell of sorts...
Published on 2021-09-01 in the Investor Alley forum
This discussion is in English.
....asp?mcsymbol=TQQQ https://screener.fidelity.com/ftgw/etf/goto/snapshot..., it looks like the proposed portfolio is a barbell of sorts...
Published on 2021-09-01 in the Investor Alley forum
This discussion is in English.
...400k following the three-fund portfolio. We also need to...Approximate size of your total portfolio: 700k Current Retirement Assets... Fidelity and Fidelity also has similar funds available for the three-fund portfolio... (FSKAX / FTIHX / FXNAX (70/20/10): Fidelity Total Market...to be the three-fund portfolio (FSKAX / FTIHX / FXNAX (70/...then the three-fund portfolio I have. 5. Any other ...
Published on 2021-10-14 in the Personal Investments forum
This discussion is in English.
...400k following the three-fund portfolio. We also need to...Approximate size of your total portfolio: 700k Current Retirement Assets... Fidelity and Fidelity also has similar funds available for the three-fund portfolio... (FSKAX / FTIHX / FXNAX (70/20/10): Fidelity Total Market...to be the three-fund portfolio (FSKAX / FTIHX / FXNAX (70/...then the three-fund portfolio I have. 5. Any other ...
Published on 2021-10-14 in the Personal Investments forum
This discussion is in English.
... roth ira rollovers) with fidelity mostly because of the vanguard...looking to start family soon Fidelity(funds from rolling out aftertax..., $149k pretax) Fxnax - fidelity us bond index $46,400...employer 401k holdings Principal $13k Fidelity us bond index fxnax .... fxaix .015%er $7k Fidelity extended mkt fsmax .035%er....5% annual recording keeping Growth portfolio Aegfx-american funds europacific growth...
Published on 2021-10-17 in the Personal Investments forum
This discussion is in English.
... roth ira rollovers) with fidelity mostly because of the vanguard...looking to start family soon Fidelity(funds from rolling out aftertax..., $149k pretax) Fxnax - fidelity us bond index $46,400...employer 401k holdings Principal $13k Fidelity us bond index fxnax .... fxaix .015%er $7k Fidelity extended mkt fsmax .035%er....5% annual recording keeping Growth portfolio Aegfx-american funds europacific growth...
Published on 2021-10-17 in the Personal Investments forum
This discussion is in English.
... hope the detail in the portfolio section is aligned to the ... investment portfolio. I have put this off too long. I have worked with a Fidelity... with an average return) Total Portfolio: 3.0M Budget: 3% spending ...% Savings account 0.86% CD Fidelity 13.79% Fidelity Government Money Market (SPAXX), (0... (VTINX), (.12%) Donor Advised Fund Fidelity 1.54% Fidelity Advisor Asset Manager 20% - ...
Published on 2021-10-15 in the Personal Investments forum
This discussion is in English.
... hope the detail in the portfolio section is aligned to the ... investment portfolio. I have put this off too long. I have worked with a Fidelity... with an average return) Total Portfolio: 3.0M Budget: 3% spending ...% Savings account 0.86% CD Fidelity 13.79% Fidelity Government Money Market (SPAXX), (0... (VTINX), (.12%) Donor Advised Fund Fidelity 1.54% Fidelity Advisor Asset Manager 20% - ...
Published on 2021-10-15 in the Personal Investments forum
This discussion is in English.
...also straighten out/simplify overall portfolio His traditional TSP 18.2...Her traditional 401K 2.2% Fidelity Freedom Index 2030 Premier Class...Clearinghouse (No longer contributing .5% Fidelity Advisor Freedom Funds 2040 Class...FCNTX) (0.86) 1.2% Fidelity Magellan (FMAGX) (0.79) _______________________________________________________________...-Admiral Class (0.07) Fidelity Freedom Index Funds Premier Class...
Published on 2021-10-13 in the Personal Investments forum
This discussion is in English.
...also straighten out/simplify overall portfolio His traditional TSP 18.2...Her traditional 401K 2.2% Fidelity Freedom Index 2030 Premier Class...Clearinghouse (No longer contributing .5% Fidelity Advisor Freedom Funds 2040 Class...FCNTX) (0.86) 1.2% Fidelity Magellan (FMAGX) (0.79) _______________________________________________________________...-Admiral Class (0.07) Fidelity Freedom Index Funds Premier Class...
Published on 2021-10-13 in the Personal Investments forum
This discussion is in English.
...to be the case. Portfolio: Emergency funds: Three months of ...Approximate size of total portfolio (1.5M) Current retirement assets: ... .14 His 401k at Fidelity 12% Vanguard Target Retirement 2035 ...% His HSA at Fidelity (started 2020, about 7k value) <1% Fidelity Total Market Index, ...on the three-fund portfolio thinking (wish I had sooner)....allocation across the whole portfolio. I understand that VSMGX has ...
Published on 2021-10-17 in the Personal Investments forum
This discussion is in English.
...to be the case. Portfolio: Emergency funds: Three months of ...Approximate size of total portfolio (1.5M) Current retirement assets: ... .14 His 401k at Fidelity 12% Vanguard Target Retirement 2035 ...% His HSA at Fidelity (started 2020, about 7k value) <1% Fidelity Total Market Index, ...on the three-fund portfolio thinking (wish I had sooner)....allocation across the whole portfolio. I understand that VSMGX has ...
Published on 2021-10-17 in the Personal Investments forum
This discussion is in English.
... approximate size of your total portfolio (as in 50K, 700k, 1....). 891K Show us your current portfolio including all investment and retirement... important to look at the portfolio as a unified whole rather... a percentage of the entire portfolio, not as a percentage of...? no His Roth IRA at Fidelity 100% FIDELITY 500 INDEX FUND (FXAIX) (0... (FLPSX) (0.65) 40.70% FIDELITY GOVERNMENT CASH RESERVES (FDRXX) (0....
Published on 2021-10-09 in the Personal Investments forum
This discussion is in English.
... approximate size of your total portfolio (as in 50K, 700k, 1....). 891K Show us your current portfolio including all investment and retirement... important to look at the portfolio as a unified whole rather... a percentage of the entire portfolio, not as a percentage of...? no His Roth IRA at Fidelity 100% FIDELITY 500 INDEX FUND (FXAIX) (0... (FLPSX) (0.65) 40.70% FIDELITY GOVERNMENT CASH RESERVES (FDRXX) (0....
Published on 2021-10-09 in the Personal Investments forum
This discussion is in English.
...15% bonds Total size of portfolio: $650k Current retirement assets Taxable...ER 0.04%) 401k at Fidelity 9.29% Verizon 2045 Fund ... plan fund options within Fidelity: RET INCOME & INVEST 0...fully replaced the growth “Fidelity Contrafund Commingled” (ER 0.35...s already in the portfolio? 3. I’d like to... to diversify my portfolio and to prepare for a ...based on the current portfolio and given enough tailwinds? I ...
Published on 2021-10-07 in the Personal Investments forum
This discussion is in English.
...15% bonds Total size of portfolio: $650k Current retirement assets Taxable...ER 0.04%) 401k at Fidelity 9.29% Verizon 2045 Fund ... plan fund options within Fidelity: RET INCOME & INVEST 0...fully replaced the growth “Fidelity Contrafund Commingled” (ER 0.35...s already in the portfolio? 3. I’d like to... to diversify my portfolio and to prepare for a ...based on the current portfolio and given enough tailwinds? I ...
Published on 2021-10-07 in the Personal Investments forum
This discussion is in English.
The Fidelity OTC Commingled Pool’s... The portfolio's investment philosophy is to capitalize on the strength of Fidelity's ...internal research by selecting those stocks that the portfolio manager expects ... selling securities for the portfolio, the portfolio manager relies on Fidelity's proprietary research and fundamental ...of the total of the Portfolio will be invested in the ...
Published on 2021-10-15 in the Personal Investments forum
This discussion is in English.
The Fidelity OTC Commingled Pool’s... The portfolio's investment philosophy is to capitalize on the strength of Fidelity's ...internal research by selecting those stocks that the portfolio manager expects ... selling securities for the portfolio, the portfolio manager relies on Fidelity's proprietary research and fundamental ...of the total of the Portfolio will be invested in the ...
Published on 2021-10-15 in the Personal Investments forum
This discussion is in English.