Diego 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:
Do any of y’all use any of the small-cap growth index funds? I was looking at using both the FCPGX and the VISGX fund from Vanguard. Those any good or are there better ones you recommend from other companies instead of Fidel…
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:
What do you think of Fidelity ‘s new active managed ETF $FBCG? I know it’s only 11 months old but so far the returns seem to be there? Do you think they produce they same time of returns as ARK?
Answers
Daniel W:
FBCG has…
Someone asks:
I’ve seen many comments about turnover rates. What exactly is a turnover rate and how important is it to look at when deciding to pick a fund? What is a good rate?
Answers:
Adal G:
It means how frequent they allocate the i…
Someone asks:
How do you make a wash sale go away? It was a mistake I made over a year ago and bought many shares since then.
Answers:
Kyle G:
They don’t “go away” it’s a permanent marker that those losses will be disallowed. There is …
Someone asks:
Is FOCPX worth the expense ratio? Is there a better mutual fund, or am I better off just going with FBGRX and ARKK?
FBGRX vs FOCPX: Fund Objective
The Fidelity Blue Chip Growth Fund (FBGRX) is a mutual fund designed to pro…