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Someone asks:
I have 5 index funds in my Roth but thinking of trimming it down to FTIHX.
The reason I did this was because they didn’t truly fit my allocation. FZROX isn’t a “true” total market fund. It’s missing ~1000 companies. FZILX is…
Someone asks:
Does it make more sense to open an investment account and gift it to my daughter (she’s one right now) or open a 529? What are the pros of the 529 vs a custodial UTMA investment account?
Answers:
Daniel W:
We have an taxa…
Someone asks:
Does anybody ever do sector funds such as FSELX or FSPTX? Thoughts on these?
FSELX vs. FSPTX: What Are the Differences?
FSELX is the Fidelity Select Semiconductors mutual fund that invests over 90% of its assets in Semico…
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…