5 Best Fidelity Funds to Buy & Hold Forever

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  • Опубликовано: 14 дек 2024

Комментарии • 182

  • @philly1776
    @philly1776 Год назад +99

    Can't go wrong tracking the S+P 500. FXAIX all day baby!!!!!!

    • @majorgear1021
      @majorgear1021 Год назад

      I wish my 401k plan carried it. The closest I can to get , using brokeragelink, is FSKAX. It’s most of my portfolio, with some in FTIHX.

    • @Mjej2216
      @Mjej2216 6 месяцев назад +1

      I agree with you for now. However I read lately that the Zero Total Market Fund was becoming almost comparable with FXAIX people are choosing 0 fees. Guess we will have to wait and see. Good luck on your investing.

    • @UserrHD
      @UserrHD 3 месяца назад

      International!

  • @Donnafrank-k6e
    @Donnafrank-k6e Месяц назад +216

    Amazing video, A friend of mine referred me to a financial adviser sometime ago and we got to talking about investment and money. I started investing with $150k and in the first 2 months, my portfolio was reading $274,800. Crazy right!, I decided to reinvest my profit and get more interesting. For over a year we have been working together making consistent profit just bought my second home 2 weeks ago and care for my family.

    • @BrandonIvan-c6e
      @BrandonIvan-c6e Месяц назад

      Hi. I’ve been forced to find additional sources of income as I got retrenched. I barely have time to continue trading and watch my investments since I had my second child. Do you think I should take a break for a while from the market and focus on other things or return whenever I have free time or is it a continuous process? Thanks

    • @Donnafrank-k6e
      @Donnafrank-k6e Месяц назад

      @@BrandonIvan-c6e However, if you do not have access to a professional like Clementina Abate Russo, quitting your job to focus on trading may not be the best approach. It is important to consider all options and seek guidance from reliable sources before making any major decisions. Consulting with an AI or using automated trading systems can also be helpful in managing investments while balancing other commitments.

    • @BrandonIvan-c6e
      @BrandonIvan-c6e Месяц назад

      @@Donnafrank-k6e Oh please I’d love that. Thanks!.

    • @Donnafrank-k6e
      @Donnafrank-k6e Месяц назад

      @@BrandonIvan-c6e Clementina Abate Russo is her name

    • @Donnafrank-k6e
      @Donnafrank-k6e Месяц назад

      Lookup with her name on the webpage.

  • @christainjames
    @christainjames 3 месяца назад +263

    I am at the beginning of my "investment journey", planning to put 85K into dividend stocks so that I will be making up to 30% per year in dividend returns. Any advice?

    • @Davidvictor6
      @Davidvictor6 3 месяца назад

      Investing without proper guidance can lead to mistakes and losses. I've learned this from my own experience.If you're new to investing or don't have much time, it's best to get advice from an expert.

    • @Mariakevin-d9v
      @Mariakevin-d9v 3 месяца назад

      The issue is people have the "I want to do it myself mentality" but not equipped enough for a crash, hence get burnt. Ideally, advisors are reps for investing jobs, and at first-hand encounter, my portfolio has yielded over 300% since 2020 just after the pandemic to date.

    • @Daneilchirs2
      @Daneilchirs2 3 месяца назад

      Glad to have stumbled on this comment, Please who is the consultant that assist you and if you don't mind, how do I get in touch with them?

    • @Mariakevin-d9v
      @Mariakevin-d9v 3 месяца назад

      My CFA NICOLE ANASTASIA PLUMLEE a renowned figure in her line of work. I recommend researching her credentials further... She has many years of experience and is a valuable resource for anyone looking to navigate the financial market..

    • @Daneilchirs2
      @Daneilchirs2 3 месяца назад

      I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.

  • @nman2008
    @nman2008 11 месяцев назад +11

    Just wanted to say how much I appreciate your well thought out videos with helpful, non-sensationalized content. Thank you for sharing your experience and knowledge!

  • @stephaniefythm
    @stephaniefythm Год назад +29

    • @skoopqueen
      @skoopqueen Год назад

      Nice one Stephanie .Any investment tip? I would love to know how you made it this far..

    • @stephaniefythm
      @stephaniefythm Год назад

      Alright so generally, investing requires higher knowledge. For this reason, It's important to have a solid support structure (financial consultant) to guide you through especially in asset picking. I operate with REGINA LOUISE COLLARO an investment advisor who partners with a licensed wealth management firm. For the record, the experience has been the best for my finance. She is quite popular for her services so you might have heard of her.
      She made me financially stable investing through her help, now I earn on a monthly basis through her passive income strategy...So I’ll advise you do get a good Investment advisor for yourself.

    • @skoopqueen
      @skoopqueen Год назад

      Impressive Stephanie.Your investment advisor seems quite skilled. I've come across success stories of individuals enhancing their financial stability through advisors. Could you provide further details about this individual?

    • @stephaniefythm
      @stephaniefythm Год назад

      ​@skoopqueen she is easy to find , make a quick research of her on the internet with her name Regina Louise Collaro and leave her a message .She works with anyone independent of their location.

    • @ugojazzy7812
      @ugojazzy7812 Год назад

  • @KT-cq7gb
    @KT-cq7gb 8 месяцев назад +2

    Thank you Tae! My company just switched providers and this video helped me choose the best find for me.

  • @ivanwang6048
    @ivanwang6048 День назад

    Great video! Clear explanation of the difference between Zero Total Market and Total Market. Thank you!

  • @gautamvishwanatham7512
    @gautamvishwanatham7512 Год назад +12

    FXAIX ❤

  • @RayMelville
    @RayMelville 10 месяцев назад +10

    Over time FXAIX beats them all.

    • @BillyCarsley
      @BillyCarsley 6 месяцев назад +1

      Over time, yes. But people close to retirement or in retirement should be moving to reduce volatility.

  • @korndawggy1801
    @korndawggy1801 10 месяцев назад +7

    If you have the total market and the 500 fund, wouldnt that be over lapping because they would have the same funds in them?

  • @kameha5145
    @kameha5145 2 года назад +15

    Thank you..I just opened a fidelity Roth Ira for my son who is 15 wasn't sure what to start with but you helped alot..after watching 10 other channels..

    • @TJW68
      @TJW68 2 года назад +8

      Your son shouldn't be putting anything into a bond fun this early in his investing "career". 100% stocks until he's 5 - 10 years from retirement. He can ride the ups and downs until then. Just don't panic during the down times. Always look at the downs as an opportunity, and try to find extra money to invest while stocks are "on sale".

    • @dangstown4061
      @dangstown4061 2 года назад +1

      @@TJW68 Can I open an account for my son (18 months) ?

    • @WLDefisher
      @WLDefisher 2 года назад

      @@dangstown4061 you can make it in your own name and set your son as a beneficiary in case anything happens to you. You can also just call a fidelity agent and they could help you out

    • @MrTmenzo
      @MrTmenzo 2 года назад +5

      You need earned income to open a Roth so your child isn't eligible for one, are you sure it's a Roth IRA?

    • @kameha5145
      @kameha5145 2 года назад +2

      @@MrTmenzo yes I'm sure

  • @Javalipapere
    @Javalipapere 8 месяцев назад

    You really did a great, informative and professional video. Thanks

  • @michaelsmagicalmoments
    @michaelsmagicalmoments Год назад +17

    As if often said, "time in the market beats timing the market."

  • @JoseGonzalez-wq2mm
    @JoseGonzalez-wq2mm 9 месяцев назад

    Good information i love your videos my Guy !!!!!!👌🏽

  • @jaybrown6174
    @jaybrown6174 8 месяцев назад +4

    I find FXAIX, and FNCMX makes a great combination! I’ve tried international and emerging markets a few time but have found they go nowhere so I quit trying. I also like the ETF’s QQQ, IVV, DIA and VTI

    • @locgem
      @locgem 3 месяца назад

      FTEC for tech

  • @micalus8955
    @micalus8955 11 месяцев назад +4

    Question I know the title says 5 funds to buy and hold forever. Do you mean we should have each of these 5 in our portfolio or Just 1 or 2 of the 5. The reason why I need some clarification is because you said at least 3 of them are similar. With the exception of the international 1 they are all pretty similar. Appreciate any feedback.

    • @69ztang
      @69ztang 10 месяцев назад +1

      On a 3 fund portfolio you pick the Bonds, one international and one US stock out of the 5 he mentions.

  • @veritas3179
    @veritas3179 Год назад

    Thank you, Tae.

  • @zachmartin6058
    @zachmartin6058 10 месяцев назад +6

    my Roth IRA portfolio is 40% FXNAX (bonds), 40% FXAIX (Domestic), 20% FTIHX (International)

    • @jamesmir89
      @jamesmir89 7 месяцев назад

      That’s a little high on bonds unless you’re a very conservative investor.

  • @garyschmelzer
    @garyschmelzer 8 месяцев назад

    Fzrok baby

  • @LOVE-JC777
    @LOVE-JC777 7 месяцев назад

    Fzrox & Fxaix overlaps? In a Roth account?

  • @tosilog
    @tosilog 2 года назад +10

    Which funds should i put in my roth ira and brokerage account? Should i buy FXIAX for both accounts or just one?

    • @akin242002
      @akin242002 2 года назад +3

      Just the IRA. For the regular brokerage account go with VOO or IVV using fractional shares. ETFs are more tax efficient, and both of those ETFs perform the same.

    • @DanielThomasArgueta
      @DanielThomasArgueta Год назад +1

      I do FZROX for Roth IRA and ITOT for taxable brokerage.

    • @majorgear1021
      @majorgear1021 Год назад +1

      Why invest outside of a tax advantages account?

  • @2ryan_X0
    @2ryan_X0 Год назад +1

    Can you buy fractional Shares on fidelity on these specific index funds ?

    • @maidi0526
      @maidi0526 Год назад +7

      yes...i do DCA (dollar cost average) to all my accts. For Fidelity I splits $200 among 6 funds in my porfolio there. Happy Funding!

  • @allenzhou12
    @allenzhou12 Год назад +2

    Tae, love the info. Just wondering what do you think about 'options trading'?

    • @p1lowboy
      @p1lowboy Год назад

      Check out investwithhenry for good info on options

  • @jamesoller4900
    @jamesoller4900 Год назад +1

    Thank you, it’s informative

  • @kaosperez444
    @kaosperez444 2 года назад +4

    Is FSMDX any good? Sorry im just getting started. I bought FXAIX, FTIHX,FXNAX and now looking to add FSMDX please help

  • @jonathangrissinger2944
    @jonathangrissinger2944 5 месяцев назад

    I appreciate your content. Have you considered the Fidelity NASDAQ Composite Index Fund (FNCMX)? It may have a slightly higher expense ratio but performs higher than the S&P 500 and Total Market funds.

  • @angelgabriel2909
    @angelgabriel2909 Год назад

    I need ur opinion pls.. would you rather invest in ETF with tight bid-ask spread (extremely liquid funds) but high expense ratio or in not so liquid , wide bid ask spread but low expense ratio..

  • @jayseanchen1
    @jayseanchen1 2 года назад +1

    Excellent post.

  • @Dregohard609
    @Dregohard609 Год назад +1

    If I have VTI for Roth IRA do I need FIXAX as well?? Looking to add to my Ira not sure what to invest in honestly

    • @majorgear1021
      @majorgear1021 Год назад +2

      I think VOO is the equiv of FXAIX.
      FSKAX is similar to VTI.

  • @Chesswiz5290
    @Chesswiz5290 7 месяцев назад

    How come suggestions of mutual funds never mention minimum investment amounts? Are there any on these funds?

  • @esbiermann62
    @esbiermann62 5 месяцев назад

    When you say equity funds - that does mean stocks/index funds? Also is cost per month or year?

    • @ScottDukowitzDC
      @ScottDukowitzDC 3 месяца назад

      In common financial parlance, the term equity generally refers to stocks while the term debt usually refers to bonds, the debt is relative to the issuer of the debt (government or corporation) You mention index funds which can be composed of either stocks or bonds.
      Cost are per year. and, as an aside, you can tell if you're looking at a mutual fund because their symbols end in the letter 'X"
      Mutual funds can be actively or passively managed, mutual funds that are based on an index tend to be passively managed and usually have lower expense ratios then actively managed funds.

  • @Bill123321
    @Bill123321 8 месяцев назад +3

    If zero total market fund I has zero expense ratio why would one invest in S&P 500 FXAIX? Just curious. Thanks.

    • @dant6067
      @dant6067 7 месяцев назад

      If you want to invest in the top 500 companies in the USA, you'd go with FXAIX over the zero total market fund. It's all a matter of preference.

  • @peaceful4you408
    @peaceful4you408 Год назад +12

    I hold FSPTX only in my IRA. The returns I’ve been getting from this fund has been insane.

    • @Lastof718
      @Lastof718 Год назад +2

      Expense ratio thou

    • @williehutch03
      @williehutch03 Год назад

      Is that the semiconductor one?

    • @SleepingMe
      @SleepingMe Год назад

      The turnover is really high does effect after tax

    • @williehutch03
      @williehutch03 Год назад +2

      @@SleepingMe How does it affect your tax if you hold it in a Roth IRA

    • @logicalmisery3737
      @logicalmisery3737 3 месяца назад +1

      FTEC is a much much better option.

  • @drewbaisden3475
    @drewbaisden3475 2 года назад +20

    Well done. No nonsense, quickly summarized, straight to the pertinent points. The average investor with busy lives could benefit greatly from this and the Vanguard Best Funds Video. Subscribed and hit the alarm. Keep the videos coming.

  • @chrissansonetti3515
    @chrissansonetti3515 Год назад

    Excellent video.

  • @КрабовыйПаладин
    @КрабовыйПаладин 2 года назад +1

    Perfect video, Thank you!

  • @akin242002
    @akin242002 2 года назад +8

    Good video! I like FSKAX more due to better dividends than FZROX. Dividends help during bad years like 2022.

  • @foreveranuj
    @foreveranuj 6 месяцев назад +1

    You missed FNILX :)

  • @groseromedia
    @groseromedia Год назад +1

    You mentioned owning FZROX, but also mentioned preferring the standard indexes? Is the FZROX holding more experiment than long term hold?
    Thanks for covering these!

  • @stevencloninger1020
    @stevencloninger1020 7 месяцев назад +2

    FXNAX?? The returns are horrible, and I can get better returns in a high yield savings account. What am I missing?

  • @davidd1704
    @davidd1704 2 года назад +4

    Does “Don’t try to catch a falling knife” apply to index funds? Is there ever a bad time to increase investment in total market index funds?

    • @kameha5145
      @kameha5145 2 года назад

      Yeah when the markets tank

    • @TJW68
      @TJW68 2 года назад +21

      @@kameha5145 Are you cracked? That's the best time to scrounge some extra money for investments. The stocks are "on sale" when the market is tanking.

    • @soaringaegis
      @soaringaegis 2 года назад +1

      As I understand it, the trick really is less in the timing and more spreading out investments regularly so you catch more "snapshots" of where the market is at. You get the benefits of investing while prices are low, but also spreading out the risk if prices are peaking. That way, when prices are low, you're more likely to catch them because of the frequency, and when prices are high, you're risking less money than if you're buying up a bunch all at once.

    • @qleap99
      @qleap99 Год назад

      ​​@@soaringaegisYes, called "dollar-cost averaging", the idea is to invest at regular intervals, best done by automatic transfers, regardless of what the market is doing. This set-it-and-forget-it approached averages out the risks of ups and downs, keeps you from having to time the market, and keeps you on track for the big picture. When stock prices really fall, you can always buy extra.
      Jaspreet Singh of Minority Mindset talks about this often. His videos are worth taking a look at.

  • @paulsypersma7165
    @paulsypersma7165 Год назад +1

    general zod selects international as his buffet up and comming.why? so i was the day before

  • @blackknight9558
    @blackknight9558 11 месяцев назад

    Thank you, Tae, for making this video.
    I'm not partial towards Fidelity, but our unwillingness to switch to Vanguard is my family started with Fidelity so we don't want to close my parents' and startle them at their elderly age.

  • @carl9729
    @carl9729 10 месяцев назад

    what is your relationship with Fidelity?

  • @DeanBKK
    @DeanBKK Год назад +4

    In terms of Fidelity Bonds, how do you feel about FXNAX vs FAGIX? The latter has way better returns.

    • @bamacaveman
      @bamacaveman Год назад +1

      Expense ratio is quite high for FAGIX.

    • @DeanBKK
      @DeanBKK Год назад

      @@bamacaveman 0.025% for FXNAX, and 0.75% for FAGIX. It's higher but the better returns seem to outweigh that.

  • @0326hkim
    @0326hkim 2 года назад +2

    thanks 김서방!
    :)

  • @peterl2767
    @peterl2767 2 года назад +1

    Great content 😁

  • @ZacKar-e1v
    @ZacKar-e1v 9 месяцев назад

    Couldn't you just hold FZROX in your roth? That way when you sell or transfer, there is no downside.

  • @albertedwards3803
    @albertedwards3803 Год назад

    Thanks for the great information I will definitely take your advice on these recommendations 🤔👍✌😊

  • @JPZ92
    @JPZ92 Год назад +3

    So you should just have those three funds in your Roth IRA and just keep contributing?

    • @troymack8205
      @troymack8205 Год назад

      I'm in the same boat to understanding as you, but from common sense point of view, A Roth IRA is a tax free account so to grow it there with out taxes dipping into your growth would be the logical route.

  • @artist1303
    @artist1303 Год назад

    does anyone know how to get the money out of the spaxx acount into the cash settled account so i can use that money to make trades?

    • @majorgear1021
      @majorgear1021 Год назад

      There is no such thing as a SPAXX account. That’s a fund.

    • @Bad-election
      @Bad-election 10 месяцев назад +1

      @@majorgear1021not exactly correct. It is a money market type account that is used as the core account. When money is transferred to an account say faxnax it goes into the core account then you use it to fund the fxnax or any other account to want in your portfolio.

  • @ytfinance
    @ytfinance 2 года назад +3

    VOO and VTI are all you need

    • @akin242002
      @akin242002 2 года назад +5

      Even though those ETFs are great, especially in a regular taxable brokerage account, they are not the only ones.
      FXAIX is slightly better for a Roth IRA when compared to VOO. 50% lower expense ratio and slightly better performance since January 2012. Also automatic biweekly or monthly investing.
      Similar situation with FSKAX compared to VTI, but VTI slightly outperforms by 4 basis points since Jan 2012. Example: 11.39% for FSKAX with 0.015% expense ratio, vs 11.43% for VTI with 0.03% expense ratio.

    • @ytfinance
      @ytfinance 2 года назад

      @@akin242002 True, there are many great options that are similar to these investments.

    • @gatoborracho4572
      @gatoborracho4572 2 года назад +1

      @@ytfinance Mr. Berry. Shout your mouth..

    • @ytfinance
      @ytfinance 2 года назад

      @@gatoborracho4572 Why would you say that? We are educating people on available investing options? Are you opposed to smart investing?

    • @gatoborracho4572
      @gatoborracho4572 2 года назад +1

      @@ytfinance I did say it..just because you wrote that vti and voo is only what you need.. which is not true.. there is a widely options out there.. all depends on everyone needs...

  • @bigtime911
    @bigtime911 2 года назад +2

    Vanguard or fidelity which is more solid

    • @Tyler-ii4yb
      @Tyler-ii4yb 2 года назад

      depends

    • @lindam.3174
      @lindam.3174 Год назад +3

      I honestly prefer Fidelity

    • @legendzero999
      @legendzero999 Год назад +8

      Fidelity because I love their zero minimums. Some funds at Vanguard require a 3k minimum. Also, higher expense ratios.

    • @majorgear1021
      @majorgear1021 Год назад

      Yes.

  • @davidparker7156
    @davidparker7156 10 месяцев назад +5

    Fidelity U.S. Bond Index Fund is down 10 percent over last 5 years

    • @decidocisum
      @decidocisum 8 месяцев назад +1

      Doesn’t matter long term.

  • @justinmorales4635
    @justinmorales4635 2 года назад +2

    Hi so which 3 should I put in my Roth IRA? I was thinking the first 3 is that fine what should I look out for?

    • @TJW68
      @TJW68 2 года назад

      It always depends on how many years you are from retirement. While these are all great funds he's discussing, you have no need to limit your gains in a bond fund if your retirement horizon is decades out. I personally don't like international funds because Europe and Asia have much more volatile economies than ours. Stick with one of the last 3 funds until you're 10 years out from retirement. Then start moving into bond funds. At that time, a discussion with an investment fiduciary would be worth the expense.

    • @akin242002
      @akin242002 2 года назад +3

      If you don't know, go with a Total USA fund. FSKAX in this case. 50% lower expense ratio than VTI and similar performance.

    • @ChrisCardenDrums
      @ChrisCardenDrums 10 месяцев назад

      All depends on how close you are to retirement, when you're young, it's silly to invest in bonds and international, there's just no long term example of the US stock market losing. As you get closer, you need to take the crappy returns of bonds and international so that the peaks and valleys of the US stock market don't affect you as much.

  • @Jack51971
    @Jack51971 10 месяцев назад

    VGT😊

  • @mozilla2576
    @mozilla2576 Год назад +1

    Thanks! Just got signed up at Fidelity. Needed this info....glad u made the video.

  • @artiemixx9319
    @artiemixx9319 2 года назад +14

    Nicely presented, Tae. However, you presented rates of return for each fund for their respective lifetimes, and the lifetime of each fund is different. Therefore, it’s unclear how well each fund performed relative to the other for the past three years. Consider a direct comparison for the period when all funds were available.

    • @majorgear1021
      @majorgear1021 Год назад +1

      This! I look at YTD and 1 3 5 year returns.

    • @artiemixx9319
      @artiemixx9319 Год назад

      I’m not comprehending your response. Where do you provide the 1, 3 and 5 year data?

    • @majorgear1021
      @majorgear1021 Год назад

      @@artiemixx9319 Fidelity’s Fund research tool on their website will show
      it to you.

  • @MerylRSuggs
    @MerylRSuggs Год назад +1

    just have those three funds in your Roth IRA and just keep contributing?

  • @aevoss
    @aevoss 8 месяцев назад

    I think FTBFX is better than FXNAX.

  • @JM-tm4dj
    @JM-tm4dj Год назад

    Their best funds are their Sector Funds. Take a look.

  • @MichaelBoelton
    @MichaelBoelton 10 месяцев назад

    these funds are over-diversified. this is something i would consider once i'm in retirement

  • @lanehollis1848
    @lanehollis1848 Год назад +2

    FXNAX has never made any money.

  • @MichaelJSNeves
    @MichaelJSNeves 2 года назад +1

    With the FZROX cant you sell it from a Roth IRA account with out paying capital gain? or am i missing something?

    • @akin242002
      @akin242002 2 года назад +4

      No taxes at all in a Roth IRA.

    • @MichaelJSNeves
      @MichaelJSNeves 2 года назад

      @@akin242002 yeah I forgot. 😂😂 I was thinking of a taxable account for some reason. Thank you.

  • @Molecular_McWain
    @Molecular_McWain Год назад

    Thank you for the video! What do you and others think about FFIJX 2065 for a "invest it and forget it" approach to a Roth IRA?

  • @titoquinones7725
    @titoquinones7725 8 месяцев назад +1

    .025% of 10000 is 250$ for the managing of the fidelity fund

    • @trudgewinston
      @trudgewinston 6 месяцев назад +1

      It’s $2.50. .00025 x 10,000= $2.50

  • @josedesantos2885
    @josedesantos2885 2 года назад +2

    Does it matter how many bonds I can buy?

  • @john00123
    @john00123 2 года назад +5

    it’s unclear how well each fund performed relative to the other for the past three years.

  • @AnOutgoingIntrovert
    @AnOutgoingIntrovert 2 года назад +9

    Excellent content, thanks.
    I have held FSKAX for the last year or so, and I intend to diversify more.
    I had not considered bonds until now, due to the low return. We're getting HAMMERED in the market. Hopefully this won't last too long. I'm guessing a couple of years. Thanks Biden! 💩

    • @josedesantos2885
      @josedesantos2885 2 года назад

      Does it matter how many of these bonds I can get?

    • @lindam.3174
      @lindam.3174 Год назад

      Do you have these in a brokerage account?

    • @mariah12809
      @mariah12809 Год назад

      Hopefully you're in it for the long haul? As such, you'll be fine holding FSKAX. Years like last happen. In the long run, everything will be fine. Adding and increasing bond allotment as you get closer to retirement is a good idea, however.

    • @majorgear1021
      @majorgear1021 Год назад

      avoid bonds unless you are close to retirement.
      I’ve seen people on reddit finance forums suggest T Bill ladders as a replacement, but that is as far as I’ve researched it.

  • @kenichi407
    @kenichi407 10 месяцев назад

    fxnax? wuh? look at the 1 year, 5 year, max historical performance... all down. pretty bad recommendation there.

  • @erikl2144
    @erikl2144 8 месяцев назад

    Bonds suck. (Especially in the past 3 years).
    And if you say: think about bonds just like your brakes (1:40), then why do you show a lady pressing on the gas pedal..? hahaha... (I see only two pedals, so I assume it's automatic gear; then the right (and lower) pedal is the gas....

  • @Fredjoe5
    @Fredjoe5 Год назад +2

    Are the costs for a year, a month, a day? You don't clarify which...

    • @derrickdry9770
      @derrickdry9770 Год назад +6

      These are yearly expenses.

    • @Fredjoe5
      @Fredjoe5 Год назад +2

      @@derrickdry9770 Thanks, much appreciated!
      It's important that videos like this state this kind of thing very clearly. For beginners, it can't be presumed that they understand that it's a yearly fee, and not more frequent. It's the curse of competence - it can be difficult to create content a beginner can follow once you know so much about a subject yourself, as it's easy to describe something in a way that presumes a standard of knowledge that might seem obvious to you but is not to a listener.
      As the old saying goes, "Your communication means the response you get".

    • @kylereinhart2663
      @kylereinhart2663 9 месяцев назад

      He literally says the expense ratios are YEARLY fees in the video.

    • @Fredjoe5
      @Fredjoe5 9 месяцев назад

      @@kylereinhart2663 Didn't hear that in the video. That's why it should be very clear. If it's there, it wasn't obvious.

  • @jamesfox406
    @jamesfox406 Год назад +1

    So the idea is to just pick one of these to invest in not all of them?

  • @someparts
    @someparts Год назад

    Can you do a video on Consumer Staples Funds like FDFAX?

  • @Jlui83
    @Jlui83 11 месяцев назад

    FZROx still good to go?

  • @MrJeffgonz
    @MrJeffgonz 2 года назад +10

    FZROX 💪

    • @majorgear1021
      @majorgear1021 Год назад

      Boooo. Look at the morningstar rating :)

    • @MrJeffgonz
      @MrJeffgonz Год назад

      @@majorgear1021 I keep my 👀 on my portfolio 💯

  • @jamesfox406
    @jamesfox406 Год назад +1

    Brilliant video! Thank you 🐢