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Someone asks:
Do you rebalance at the end of the year or the beginning of the year? What is your experience with rebalancing your own 401k? The difference of even 1% on rate of return is tremendous when compounded over a working career!
F…
Someone asks:
What Fidelity growth pharmaceutical mutual fund do you recommend?
Answers:
Jason P:
They only have 1: FPHAX. It hasn’t done well YTD, but its long-term performance seems decent. There are ETF options like IHE, PJP, and PP…
Someone asks:
I’m a long-time Fidelity investor. I was wondering whether anyone had an opinion on the two Fidelity funds investment newsletters- Fidelity Investor and Fidelity Insight & Monitor. Is it worth subscribing? Thank you.
A…
Someone asks:
I am planning to diversify my portfolio to REIT. For those who invest in real estate stocks, what are your thoughts on the Fidelity Real Estate Index Fund (FSRNX)?
I looked into FREL and it seems like a good REIT fund to sta…
Someone asks:
Fidelity MSCI Financials Index ETF (FNCL) has been doing well for me up 20+% – long term hold. What are your thoughts on the underlying holdings with banks and other various financial institutions like investment companies? …
Someone asks:
Thoughts on Fidelity Puritan Fund (FPURX) vs. Fidelity Balanced Fund (FBALX)? Looking for a fund to deposit my stock profits with less downside risk in order to capture any of my realized stock gains. Trying to find comparab…
Someone asks:
I’m about to re-balance my mutual funds in my Roth IRA and Rollover IRA. I’m considering 35% MACGX, 35% MSEGX, 20% FCPEX, still looking for an international fund. I think this is a good mix…what do you think?
Answers:
Cat …