Robbie Someone asks:
Do you rebalance at the end of the year or the beginning of the year? What is your experience with rebalancing your own 401k? The difference of even 1% on rate of return is tremendous when compounded over a working career!
F…
Someone asks:
What Fidelity growth pharmaceutical mutual fund do you recommend?
Answers:
Jason P:
They only have 1: FPHAX. It hasn’t done well YTD, but its long-term performance seems decent. There are ETF options like IHE, PJP, and PP…
Someone asks:
Hello, I’m starting up a Roth IRA on my 29th birthday and I’m thinking of starting a 3 fund portfolio. I was wondering what three funds could be used for this type of portfolio. I was thinking
FZROX 70
FZILX 20
FXNAX 10
Woul…
Someone asks:
I’m a beginner (at investing) and I’m looking into opening an account with an online broker. At the moment I’m leaning toward Fidelity or Merrill Edge.
What do you guys think of Merrill Edge? Compared to other online brokers…
Someone asks:
I’m a long-time Fidelity investor. I was wondering whether anyone had an opinion on the two Fidelity funds investment newsletters- Fidelity Investor and Fidelity Insight & Monitor. Is it worth subscribing? Thank you.
A…
When it comes to moving your account from Edward Jones to Fidelity, it’s important to ensure that you’re doing what’s best for your financial future. Here are a few things you need to consider before making the switch. Why Transfer from Edward Jones to Fidelity? Overall, I think it makes sense to pull the trigger. … Read more
Someone asks:
I am planning to diversify my portfolio to REIT. For those who invest in real estate stocks, what are your thoughts on the Fidelity Real Estate Index Fund (FSRNX)?
I looked into FREL and it seems like a good REIT fund to sta…