Search found 11 matches

by StrongLikeBuLL
Thu Mar 14, 2019 2:06 pm
Forum: Personal Investments
Topic: Thoughts on this all Fidelity index portfolio. Thank you
Replies: 27
Views: 2079

Re: Thoughts on this all Fidelity index portfolio. Thank you

Alright after a lot of soul searching in the end I've decided to stay with the try and true 3 fund portfolio. Based on the inputs I got tilting a bit here and there don't really change much for the added risk. But I admit I'm still a bit stubborn about the 10% bond allocation (I will increase it inc...
by StrongLikeBuLL
Thu Mar 14, 2019 11:08 am
Forum: Personal Investments
Topic: Best way to contribute to Fidelity i401k
Replies: 16
Views: 874

Re: Best way to contribute to Fidelity i401k

I have my own business too and I have Simple IRA thru Fidelity. I make deposits to my qualified employees using Fidelity's Plan Manager, my business checking account is linked to it. I just go on it select an employee then just enter an amount and hit send and it'll electronically deposit the funds ...
by StrongLikeBuLL
Wed Mar 13, 2019 2:21 pm
Forum: Personal Investments
Topic: Thoughts on this all Fidelity index portfolio. Thank you
Replies: 27
Views: 2079

Re: Thoughts on this all Fidelity index portfolio. Thank you

Man my head is spinning..lol...but in a good way..alot of great advices...gonna take awhile to digest everything...everyone thank you so much...I really do appreciate you guys taking the time to help a noob out...loving the forum so far
by StrongLikeBuLL
Wed Mar 13, 2019 1:33 pm
Forum: Personal Investments
Topic: Thoughts on this all Fidelity index portfolio. Thank you
Replies: 27
Views: 2079

Re: Thoughts on this all Fidelity index portfolio. Thank you

I see you're utilizing the zero funds...just curious why FSMAX and not FZIPX..since you already have the other two zero funds. Come to think of it, that's not a bad idea...a complete all ZERO fund Portfolio. Total stock market fund(FZROX), total international (FZILX), overweight in Mid and small Cap...
by StrongLikeBuLL
Wed Mar 13, 2019 1:01 pm
Forum: Personal Investments
Topic: Thoughts on this all Fidelity index portfolio. Thank you
Replies: 27
Views: 2079

Re: Thoughts on this all Fidelity index portfolio. Thank you

I wanted Reits only because I want something in real estate...have a fundrise account also...but don't want to put too much in it cause it's fairly new and a bit illiquid.
by StrongLikeBuLL
Wed Mar 13, 2019 12:58 pm
Forum: Personal Investments
Topic: Thoughts on this all Fidelity index portfolio. Thank you
Replies: 27
Views: 2079

Re: Thoughts on this all Fidelity index portfolio. Thank you

Yes just saw the link you provided.....in the middle of editing my response..but you're fast..lol..I will go read it..thank you
by StrongLikeBuLL
Wed Mar 13, 2019 12:50 pm
Forum: Personal Investments
Topic: Thoughts on this all Fidelity index portfolio. Thank you
Replies: 27
Views: 2079

Re: Thoughts on this all Fidelity index portfolio. Thank you

Yes...and by george you are correct...totally forgot about FXNAX..and it's cheaper...totally slipped my mind...thank you!...so you saying HDV in tax defer? I can either...but can you explain why since they're both tax advantaged..I would really appreciate that...still learning...I have both traditio...
by StrongLikeBuLL
Wed Mar 13, 2019 12:35 pm
Forum: Personal Investments
Topic: Thoughts on this all Fidelity index portfolio. Thank you
Replies: 27
Views: 2079

Re: Thoughts on this all Fidelity index portfolio. Thank you

Thanx guys...it's all in a tax advantaged accounts...I like all those ETF recommendations (will do comparisons see if it works for me, try to keep fee as low as possible)...thinking switching out small cap fund to IJS and the bond funds to AGG for, still debating HDV for dividends.
by StrongLikeBuLL
Tue Mar 12, 2019 3:02 pm
Forum: Personal Investments
Topic: Thoughts on this all Fidelity index portfolio. Thank you
Replies: 27
Views: 2079

Re: Thoughts on this all Fidelity index portfolio. Thank you

Wow...thank you...very insightful...to clarity that's $200K in total account (that's what I meant by late to the party, didn't take investing seriously till now). And yes you are correct I am planning to max out all my tax advantaged account (about $70K like you've stated). I know that sounds high b...
by StrongLikeBuLL
Tue Mar 12, 2019 11:05 am
Forum: Personal Investments
Topic: Thoughts on this all Fidelity index portfolio. Thank you
Replies: 27
Views: 2079

Re: Thoughts on this all Fidelity index portfolio. Thank you

Thanx everybody for replying! I feel the love..lol. anyhow I'm 39 going into 40. doing this in fidelity brokerage account, roth IRA(s) and simple IRA, $10k in Fundrise account. So yes all tax advantage account, looking to retire between 65-70 (haven't made up my mind yet. $150k left in mortgage paid...
by StrongLikeBuLL
Tue Mar 12, 2019 9:06 am
Forum: Personal Investments
Topic: Thoughts on this all Fidelity index portfolio. Thank you
Replies: 27
Views: 2079

Thoughts on this all Fidelity index portfolio. Thank you

Hi everyone been following this board for quite some time, finally decided to join and be in a community with people sharing the same passion as mines. But unlike most of you here I'm a little late to the party, looking to learn a lot from each and every one of you. Here's my question, I'm thinking ...