Search found 7 matches

by mightymolar
Sun May 18, 2014 11:31 am
Forum: Investing - Help with Personal Investments
Topic: Three fund portfolio on Fidelity
Replies: 12
Views: 1965

Re: Three fund portfolio on Fidelity

So far, I have seen on my fidelity webpage I had gained 18.2% since purchasing them 1 year ago. I stayed long on FSGDX, FSITX, FSTVX and FUSVX. I am planning to switch FSTVX and FUSVX to FSTMX this year. Any comments from experienced three fund portfolio managers? Thanks!
by mightymolar
Thu Jan 03, 2013 4:35 pm
Forum: Investing - Help with Personal Investments
Topic: Three fund portfolio on Fidelity
Replies: 12
Views: 1965

Re: Three fund portfolio on Fidelity

Thank you for all your feedback! I really appreciate them all! I realize now that the total market fund is a very good choice to cover all of the companies. I didn't have any specific reason to exclude the total market fund from my list, I guess it was my belief that S&P 500 had better returns. ...
by mightymolar
Thu Jan 03, 2013 12:19 pm
Forum: Investing - Help with Personal Investments
Topic: Three fund portfolio on Fidelity
Replies: 12
Views: 1965

Re: Three fund portfolio on Fidelity

I looked at both but picked FUSEX because it had large caps in S&P 500. But I plan to see about rebalancing to FSTMX at later time. Thanks for your feedback!
by mightymolar
Thu Jan 03, 2013 11:51 am
Forum: Investing - Help with Personal Investments
Topic: Three fund portfolio on Fidelity
Replies: 12
Views: 1965

Three fund portfolio on Fidelity

Thanks for everyone's input and help so far! This is a great forum for investing advice and education... so far my wife and I learnt a lot! We decided to start with the three fund portfolio investing... FBIDX SPARTAN U.S. BOND INDEX FD INVESTOR CL FSGUX SPARTAN GLOBAL EX US INDEX FD INVESTOR CL FUSE...
by mightymolar
Tue Dec 25, 2012 6:20 pm
Forum: Investing - Help with Personal Investments
Topic: New job, limited options and no match!
Replies: 16
Views: 1752

Re: New job, limited options and no match!

Hi all, I am supplying additional information. Sorry, I am such a newbie that I did not realize I needed to give a whole picture. By the way, I am posting using my husband's account so please don't get confused reading this thread of posts. The funds that I was recommended and the total fees and cha...
by mightymolar
Sat Dec 22, 2012 9:13 pm
Forum: Investing - Help with Personal Investments
Topic: New job, limited options and no match!
Replies: 16
Views: 1752

New job, limited options and no match!

Hi, I just started a new job and the new employer does not offer any match on 401k. I would still like to participate in the 401k plan and was advised to pick one of the Asset Allocation funds. Can anyone offer some idea which would fit my situation? I am 37yo, married with one child. I am planning ...
by mightymolar
Thu Dec 13, 2012 12:41 pm
Forum: Investing - Theory, News & General
Topic: The Three-Fund Portfolio
Replies: 1876
Views: 1158764

Re: The Three Fund Portfolio

The three fund portfolio seems to be with Vanguard index funds...

I am currently with Fidelity for my IRA and 403b. Could you recommend any Fidelity equivalent index funds that will be similar (or identical) to the Vanguard index funds?

Thanks!