Interesting article

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cswift01
Posts: 819
Joined: Thu Dec 08, 2016 10:46 am

Interesting article

Post by cswift01 »

I'm sure I could find another place to disprove the active manager part, but nonetheless interesting:

https://www.fidelity.com/viewpoints/inv ... ail_weekly

crondanet5
Posts: 4330
Joined: Tue Aug 19, 2008 8:51 pm

Re: Interesting article

Post by crondanet5 »

Not one good market in Asia.

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evilanne
Posts: 2067
Joined: Thu May 14, 2015 6:52 pm

Re: Interesting article

Post by evilanne »

China may be interesting in years to come but the I Fund doesn't include China.

mindofmush
Posts: 353
Joined: Mon Jul 02, 2012 1:38 pm

Re: Interesting article

Post by mindofmush »

China doesn't have to be in the I fund to adversely affect the I fund with it's slowing economy; it will affect the C fund too. If China's economy tanks, it will depress the rest of the world's economies.
mo meng, mo ching (which loosely means: no money, no life)

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cswift01
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Joined: Thu Dec 08, 2016 10:46 am

Re: Interesting article

Post by cswift01 »

Agreed. I saw a graph at Fidelity showing that China often goes into recession before the US. That should be a warning for us.

https://www.fidelity.com/viewpoints/mar ... e-may-2018
Last edited by cswift01 on Mon Jun 11, 2018 9:45 am, edited 1 time in total.

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cswift01
Posts: 819
Joined: Thu Dec 08, 2016 10:46 am

Re: Interesting article

Post by cswift01 »

Evaluate if going tax free or taxable.

https://www.calcxml.com/do/inv02?skn=#results

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Fund Prices2024-04-18

FundPriceDayYTD
G $18.19 0.01% 1.27%
F $18.62 -0.30% -3.14%
C $78.45 -0.21% 5.50%
S $76.12 -0.20% -1.27%
I $40.67 0.02% 1.21%
L2065 $15.58 -0.13% 3.04%
L2060 $15.58 -0.13% 3.04%
L2055 $15.58 -0.13% 3.04%
L2050 $31.35 -0.13% 2.44%
L2045 $14.32 -0.12% 2.35%
L2040 $52.37 -0.11% 2.29%
L2035 $13.85 -0.10% 2.21%
L2030 $46.21 -0.09% 2.15%
L2025 $12.93 -0.05% 1.72%
Linc $25.28 -0.04% 1.51%

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