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…
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:
What y’all think about FSELX? I see it has a great return in the past 10yrs. Would it be a good investment to add to Roth IRA?
Comments
Chris G:
Good pick. Semiconductors are in so much of what we buy today. I bought some…
Someone asks:
I wish Fidelity allowed Coinbase users to link their account to their brokerage account. It would be easier to manage my crypto holdings and stocks in one place.
How To Link Your Coinbase Account to Fidelity
You can add yo…
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…
