Typically, I share videos with silver and gold. They say never put all your eggs in pme basket… Here is a brief share of a few of my mutual fund holdings in my retirement account.
+20% year to date 09/2017
+18% for 2017
Notable holdings include:
☆Fidelity OTC K +30%YTD (skip to 03:00)
☆Fidelity 500 Index +13%YTD
☆Fidelity Contrafund +23.8%YTD
■Looking to share, exchange ideas and knowledge, and learn more – the goal being to be able to provide a comfortable lifestyle for my family.
Favorite tools of the trade (how I create videos):
●CRKT Peck Knife:
●I don’t leave home without my Mini tripod:
●Road Scenes – GoPro Hero 5 Session:
●Filmed with Samsung Note 4:
●Backup camera Canon T5i:
●Canon EFS 10-18mm Lens:
●Main tripod:
●MacBook Pro 13” 2016: …(read more)
LEARN MORE ABOUT: IRA Accounts
CONVERT IRA TO GOLD: Gold IRA Account
CONVERT IRA TO SILVER: Silver IRA Account
REVEALED: Best Gold Backed IRA
401K will pay uncle sam eventually
Any updates/changes entering 2019?
I wanted to know which Fidelity 401k fund to use that is robust against recession. I used bonds and got burnt there too. I have seen both bonds and stocks down at the same time. How is that even possible? Isn't bond supposed to be opposite of stocks in terms of trend? Please tell me one fund that gives me 2% or more return without any risk?
Dude everybody’s 401k was up. How did it do later half of 2018
I better pick 0.03% expand ratio rather than higher return because higher returns and 0.89% ratio your fees taken away a lot of money over time.
Please share the Roth IRA details? Very interested 😀
That is very nice. What do you think about the "FA TECHNOLOGY A (FADTX)"? Its numbers seems solid, but I see you have not invested in that investment option.
EDITED: Now comparing what you have in your investments, I see I do not have any of those options in my account.
I have 90% in just savings, I know, BAD, in the FID GOVT MMKT DM (FZBXX), but recently, I moved 10% to this FA Technology A (FADTX) it shows the following:
FA TECHNOLOGY A (FADTX)
Asset Class:
Stock Investments
Category: Specialty
1 year: 3.31%
3 year: 20.04%
5 year: 17.32%
10 year/LOF 20.15%
Returns as of 10/31/2018
It looks solid, but I'm worry because I just started with this on 10/16/2018, and so far it has a YTD of -6.30%
What do you recommend?
How r u doing this year?
You have multiple funds which hold some of the same holdings as the other all the while accruing an additional expense ratio/fee per each fund. If we were to pop open the hood, would we find fees holding back returns due to the overlapping? I'm asking because im contemplating the same idea of an additional large cap fund.
I have 55% growth this year. I use fidelity for my IRA and i am very satisfied
GBTC – Bitcoin Investment Trust
Thanks for sharing! I always try to balance things out with European stocks and equity firms. Looks like you're a little heavy on tech, which isn't necessarily bad, but I'm becoming cautious on as the bull market is maturing.
Nice selections. I had those funds in my 401k when my employer's plan was using Fidelity as the custodian, and had great returns as well. You probably already know this, but there is a lot of overlap of the large-cap FAANG stocks in those 3 funds. And those are probably the ones which are contributing to the large gains. Great returns nevertheless. Dollar cost average is the way to go if you have a long time horizon. But remember to rebalance some of your existing holdings when the market turns down.
No portfolio here just weight and the future my friend ! ! !