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How To Set Automatic Rebalancing of Stocks on Fidelity?

October 2, 2022August 7, 2021 by Diego

Someone asks:

Is there a way to make an automatic rebalance of stock portfolio on Fidelity?

Answers:
Glenn M:

Fidelity brokerage account, you won’t get these features. But you can get automatic rebalancing with Fidelity Go. That’s a ni…

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How to Sell Covered Calls on Fidelity (Beginner’s Guide)

October 2, 2022August 5, 2021 by Diego

Someone asks:

I’m pretty new to selling covered calls on Fidelity. Can someone educate me on how to do it?

Before we start, be sure to meet the following prerequisite.

You must have at least Option Level 1 enabled on your account.
You m…

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FREL vs. FSRNX: Are They the Fidelity’s Equivalent of VNQ?

October 2, 2022August 4, 2021 by Diego

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…

Categories Investing Leave a comment

FDIS vs. VCR: Which Consumer Discretionary ETF is Better?

October 2, 2022August 3, 2021 by Diego

There are several Consumer Discretionary ETFs available for investors to choose from, and it can be challenging to decide which is the best.
Two of the most popular options are the Fidelity Consumer Discretionary ETF (FDIS) and the Vanguar…

Categories Investing Leave a comment

FTEC vs QQQ Analysis: Which is a Better Buy?

October 2, 2022August 2, 2021 by Diego

Someone asks:

Currently DCA investing into FSKAX and recently started investing in FTEC in my brokerage account. I also have QQQ in my Roth. Do you guys recommend sticking with FTEC or go with QQQ? My overall goal is to maximize gains lon…

Categories Investing Leave a comment

I’m Invested in FNCL: Who Else Has It in Their Roth IRA?

October 2, 2022August 2, 2021 by Diego

Someone asks:

Fidelity MSCI Financials Index ETF (FNCL) has been doing well for me up 20+% – long term hold. What are your thoughts on the underlying holdings with banks and other various financial institutions like investment companies? …

Categories Investing Leave a comment

FBALX vs. FPURX: Which One Should You Invest In?

October 2, 2022August 2, 2021 by Diego

Someone asks:

Thoughts on Fidelity Puritan Fund (FPURX) vs. Fidelity Balanced Fund (FBALX)? Looking for a fund to deposit my stock profits with less downside risk in order to capture any of my realized stock gains. Trying to find comparab…

Categories Investing Leave a comment

MSEGX vs. MACGX: Best Morgan Stanley Funds for Large Growth?

October 2, 2022August 2, 2021 by Diego

Someone asks:

I’m about to re-balance my mutual funds in my Roth IRA and Rollover IRA. I’m considering 35% MACGX, 35% MSEGX, 20% FCPEX, still looking for an international fund. I think this is a good mix…what do you think?

Answers:
Cat …

Categories Investing Leave a comment

How to Set Automatic Sell at Certain Price in Fidelity

October 1, 2022July 30, 2021 by Diego

Someone asks:

I have a few options that I bought or sold for a certain price. Is it possible to set automatic price in Fidelity, so that they will be sold to close or bought to close when the options price reaches a certain target price? …

Categories Support Articles Leave a comment

Fidelity (DI3102) requires acceptance of a one-time customer agreement

October 1, 2022July 27, 2021 by Diego

Someone asks:

I’m trying to purchase QYLD but getting an error. I searched Fidelity but I’m not finding the form I need. Any insights?
(DI3102) The security you are attempting to trade requires acceptance of a one-time customer agreement …

Categories Support Articles Leave a comment
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