Coffeehouse portfolio using all Fidelity funds

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jhendrix
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Coffeehouse portfolio using all Fidelity funds

Post by jhendrix » Fri Apr 20, 2018 1:08 pm

I have looked but can't seem to find. Can someone suggest which Fidelity funds to use if the coffeehouse system is used?

Whakamole
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Re: Coffeehouse portfolio using all Fidelity funds

Post by Whakamole » Fri Apr 20, 2018 1:27 pm

I think you can do this by looking at the Vanguard funds for this portfolio on this page:
https://www.bogleheads.org/blog/the-cof ... portfolio/

and then looking up the corresponding Fidelity fund (or iShares ETF) here:
https://www.bogleheads.org/wiki/Fidelity

So:
First page says "US large cap is VFIAX admiral shares", search the Fidelity page for "VFIAX" and you get FUSVX as the corresponding Fidelity fund.

If you don't mind using iShares ETFs which are free at Fidelity, this page lists exactly the ETFs you want: https://www.bogleheads.org/wiki/Blackrock_iShares

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LadyGeek
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Re: Coffeehouse portfolio using all Fidelity funds

Post by LadyGeek » Fri Apr 20, 2018 1:41 pm

This thread is now in the Investing - Help with Personal Investments forum (portfolio help).
Wiki To some, the glass is half full. To others, the glass is half empty. To an engineer, it's twice the size it needs to be.

jhendrix
Posts: 28
Joined: Fri Feb 10, 2017 12:43 am

Re: Coffeehouse portfolio using all Fidelity funds

Post by jhendrix » Fri Apr 20, 2018 9:25 pm

Thanks Whakamole, exactly what I needed

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