Fidelity customers

[cswift01]

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

[crondanet5]

I am not coming up with Fval. There is a FVALX that has a paltry return. Is it an ETF?

[cswift01]

I am not coming up with Fval. There is a FVALX that has a paltry return. Is it an ETF?

fval is an ETF.
https://finance.yahoo.com/quote/FVAL?ltr=1

[nrialto]

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.

[crondanet5]

Wow!

[cswift01]

Wow!

Sorry, may you expound?

[crondanet5]

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.

[TNCarters]

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.

[Winner]

Wow!

Cron,

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.

[nrialto]

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.

[crondanet5]

Winner check out RIOT.

snd looks like it is going to crash.

[cswift01]

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.

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.

Check out Paul Merriman to see more about value investing.

Best,

Me

[paulweath]

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.

Is this a brokerage account or an IRA?

[nrialto]

IRA

[cswift01]

IRA

Just out of curiosity, why not IVE instead of IVV?