Fidelity customers
Moderator: Aitrus
Fidelity customers
Dear all,
I'm curious to those whom make use of Fidelity, what funds to you try to employ to mimic your TSP behavior?
I've found the following to work for me:
IJR/IJS for small caps
Fval (instead of FUSEX) for large cap
Fienx for the I
Also, do you buy and sell according to the usual TSP center calendar?
Buy stocks November-June, buy bonds Aug-Oct.
Just curious.
Thanks,
Me
I'm curious to those whom make use of Fidelity, what funds to you try to employ to mimic your TSP behavior?
I've found the following to work for me:
IJR/IJS for small caps
Fval (instead of FUSEX) for large cap
Fienx for the I
Also, do you buy and sell according to the usual TSP center calendar?
Buy stocks November-June, buy bonds Aug-Oct.
Just curious.
Thanks,
Me
-
- Posts: 4330
- Joined: Tue Aug 19, 2008 8:51 pm
Re: Fidelity customers
I am not coming up with Fval. There is a FVALX that has a paltry return. Is it an ETF?
Re: Fidelity customers
fval is an ETF.crondanet5 wrote:I am not coming up with Fval. There is a FVALX that has a paltry return. Is it an ETF?
https://finance.yahoo.com/quote/FVAL?ltr=1
Re: Fidelity customers
For Fidelity, I use:
C = IVV
S = IJR
I = IEFA
G would be Fidelity's "core fund."
Also, with these particular funds, they are commission-free with Fidelity (although they will get you with a $4.99 "early withdrawal fee" if you trade them within 30 days.)
I mimic the tspcalc strategy #17842 with my Fidelity portfolio, which means I pay the $4.99 commission, but it's worth it based on the gains I've made.
C = IVV
S = IJR
I = IEFA
G would be Fidelity's "core fund."
Also, with these particular funds, they are commission-free with Fidelity (although they will get you with a $4.99 "early withdrawal fee" if you trade them within 30 days.)
I mimic the tspcalc strategy #17842 with my Fidelity portfolio, which means I pay the $4.99 commission, but it's worth it based on the gains I've made.
Re: Fidelity customers
Sorry, may you expound?crondanet5 wrote:Wow!
-
- Posts: 4330
- Joined: Tue Aug 19, 2008 8:51 pm
Re: Fidelity customers
It has grown at a nice pace the last few months but has enough BETA to trade along the way. Note for those not familiar with trading stocks/ETFs you can buy low and sell high to increase the value of your account while increasing the number of shares owned. I am not a buy and holder but the performance of this ETF would indicate a buy. But if it collapses when we give North Korea a bloody nose don't sue me.
Re: Fidelity customers
For us novices here, how do the above mentioned funds compare to the funds that used to be considered comparable to TSP? These being:
C: FUSVX,
S: FSEVX,
I: FSIVX,
F: FSITX
Been using some of these in my personal Fidelity IRA for a few years and thought they were tracking fairly close.
C: FUSVX,
S: FSEVX,
I: FSIVX,
F: FSITX
Been using some of these in my personal Fidelity IRA for a few years and thought they were tracking fairly close.
Re: Fidelity customers
Cron,crondanet5 wrote:Wow!
Since you like day and/or maybe swing trade with profit $.10 to $.50 then check out CANN and SND. I'm long on CANN (POT trade - have to support our military veterans that provide security while I made some $ ) two weeks ago and let see if this stock will move another 1,000%. People get in this early on 10/30/2017 looking at 936% gain.
“A brave man knows the circumstances and consequences of what he may encounter ahead…..but moves forward anyway.”
Re: Fidelity customers
The funds listed above are mutual funds. Different from the ETF’s I mentioned in that most (if not all of them) have a minimum investment, and the commission rates and trading rules are a bit different.
-
- Posts: 4330
- Joined: Tue Aug 19, 2008 8:51 pm
Re: Fidelity customers
Winner check out RIOT.
snd looks like it is going to crash.
snd looks like it is going to crash.
Re: Fidelity customers
These are great, however, they are all blend funds (for the most part). I'm into "value investing" which is why I went some index and some ETF. I would say, however, that if you're investing in either (blend or value or growth or momentum), you're doing better than most.TNCarters wrote:For us novices here, how do the above mentioned funds compare to the funds that used to be considered comparable to TSP? These being:
C: FUSVX,
S: FSEVX,
I: FSIVX,
F: FSITX
Been using some of these in my personal Fidelity IRA for a few years and thought they were tracking fairly close.
Check out Paul Merriman to see more about value investing.
Best,
Me
Re: Fidelity customers
Is this a brokerage account or an IRA?nrialto wrote:For Fidelity, I use:
C = IVV
S = IJR
I = IEFA
G would be Fidelity's "core fund."
Also, with these particular funds, they are commission-free with Fidelity (although they will get you with a $4.99 "early withdrawal fee" if you trade them within 30 days.)
I mimic the tspcalc strategy #17842 with my Fidelity portfolio, which means I pay the $4.99 commission, but it's worth it based on the gains I've made.
Re: Fidelity customers
Just out of curiosity, why not IVE instead of IVV?nrialto wrote:IRA
Fund Prices2024-04-17
Fund | Price | Day | YTD |
G | $18.19 | 0.01% | 1.25% |
F | $18.68 | 0.50% | -2.85% |
C | $78.62 | -0.58% | 5.72% |
S | $76.27 | -0.89% | -1.07% |
I | $40.66 | -0.17% | 1.19% |
L2065 | $15.60 | -0.47% | 3.17% |
L2060 | $15.60 | -0.47% | 3.18% |
L2055 | $15.60 | -0.47% | 3.18% |
L2050 | $31.39 | -0.35% | 2.57% |
L2045 | $14.34 | -0.33% | 2.47% |
L2040 | $52.43 | -0.31% | 2.41% |
L2035 | $13.87 | -0.28% | 2.31% |
L2030 | $46.25 | -0.25% | 2.24% |
L2025 | $12.93 | -0.12% | 1.78% |
Linc | $25.29 | -0.09% | 1.55% |