Video Outline and Time Stamps so you can quickly jump to any topic: •What are Fidelity Factor ETF Dividend Funds? - 0:30 • Fidelity Select Retailing Portfolio Fund (FSRPX) - 2:06 • Fidelity Select Health Care Portfolio Fund (FSPHX) - 7:01 • Fidelity Blue Chip Growth Fund (FBGRX) - 10:52 • Fidelity Select Transportation Portfolio (FSAIX) - 13:23 • Fidelity Mutual Funds Side By Side Comparison - 16:13 • Best Performing Fidelity Mutual Funds 2019 - 17:42 • My Blooper Moment - 20:00
@MoneyandLifeTV5 жыл бұрын
Important Links: Download link to spreadsheet - www.dropbox.com/s/tvl73phz9k3g3dx/Top%20fidelity%20mutual%20funds%20of%20all%20time.xlsx?dl=0 Complete Investing Playlist - goo.gl/hi2kK4 Dividend Investing Playlist: goo.gl/njSrk2
@erikfrazier34735 жыл бұрын
I have 2 of the 4 mutual funds already in my 403b. I have FSRFX Transportation which returns close to your pick. If the average person only invested in those 4 stocks, over the course of 30 years they should be in pretty good shape come retirement time. I love what you do. Keeping it simple and educating.
@MoneyandLifeTV5 жыл бұрын
That is awesome Erik! I agree with your comment. None of this stuff is rocket science. Just consistent long'-term investing and asset accumulation. Thanks for the feedback. Plenty of more investing videos to come this year along with other financial vids as well :) I greatly appreciate the support.
@alexandrasjunkdrawer5 жыл бұрын
These videos are sooo interesting, hilarious, human, and educational to learn from! It's like talking with a funny and intelligent parent. I love it.
@MoneyandLifeTV5 жыл бұрын
I try to make these financial videos as fun as I can. Its hard to find the right balance between entertainment and technical instruction at times, but im very pleased to hear you are enjoying these.
@MoneyandLifeTV5 жыл бұрын
***Which of these four funds would you be most interested in investing if you had to choose and why? **** Hope you enjoy the quick blooper at the end of the video ;) Thanks for all the likes you've been dropping on the videos it has really been helping the channel grow, and allows this information to reach more people. Huge thank you to all of you to helping the channel grow to above 15K! There are very few things in my life that are as meaningful as doing this KZbin channel.
@demri1235 жыл бұрын
As the other guy said FSMEX is on fire. That one is gem
@pwells102 жыл бұрын
FSPHX I purchased 910 shares in 2016. according to fidelity who reports my taxes I've only made 15.8% return however with dividends automaticlly reinvested I now have 1308 shares. my total return if I sold today is just shy of 2X over 6 years.
@MoneyandLifeTV2 жыл бұрын
Nice!
@smartmoneycafe10574 жыл бұрын
First time watching. You did a great job.. Thanks from the Smart Money Cafe community 👍🏽
@MoneyandLifeTV4 жыл бұрын
Thank you Smart Money Cafe, I really appreciate the feedback back. :)
@badojeff5 жыл бұрын
Appreciate what you have to offer on your site and thanks for sharing your knowledge with us here. Happy to have most of my Fidelity Roth IRA in the 500 Index Fund - FXAIX.
@MoneyandLifeTV5 жыл бұрын
Nice! Thanks Jeff :) I appreciate the support.
@jenniferg32515 жыл бұрын
Thanks Mike! I've been needing to sit down and do this research myself in some of the sectors where I like to use funds for diversification. I have a Fidelity account I need to make some changes to so this will help. And thanks for the spreadsheet as usual!
@MoneyandLifeTV5 жыл бұрын
Hi Jen! Hows it going? You might take a look at fidelity's zero commission index funds as well. Fidelity has a lot of great options. No problem on the free spreadsheets ;)
@kyzrxx70743 жыл бұрын
best mutual fund is FDGRX. It is closed but you can still get in if you know someone who is in it. 56 percent return YTD and 200 percent over past 5 years
@ryanhumor4 жыл бұрын
That was outstanding. I appreciate you taking the time to do this.
@MoneyandLifeTV4 жыл бұрын
Glad you enjoyed it! Thanks RLX :)
@baybay78985 жыл бұрын
Very helpful for selecting fidelity mutual funds for ROTH Ira. Thank you
@MoneyandLifeTV5 жыл бұрын
Awesome, Thanks :)
@gerardoespinoza72025 жыл бұрын
Thanks Mike for doing this video and help us all to find out about those Fidelity mutual funds. I will definitely look into those mutual fund and try to add them to my portfolio. Thanks again
@MoneyandLifeTV5 жыл бұрын
Nice Michel! Happy glad to hear this helped. Thank you for watching.
@moneyatmcdonalds4 жыл бұрын
It's interesting to see the changes in just a little over a year... Especially the FSAIX (air transportation) where it used to seem like a safe bet, now it seems like a huge gamble!
@pwells102 жыл бұрын
sending you another 1 year reminder
@jeanshiotani59765 жыл бұрын
Thank you for being honest and not trying to sell me a $200 newsletter
@MoneyandLifeTV5 жыл бұрын
Haha no problem Jean. Brilliant idea though. I'll have to make a video about how to sell $200 newsletters ;)
@passivedividendsoptionsАй бұрын
Update on these funds? Looks like they've done pretty well over the past few years.
@jason85695 жыл бұрын
Thanks for the video. I love Fidelity. I just put bought FSDAX (27.22%) YTD and FDLSX (25.57) YTD
@joiab114 жыл бұрын
Thank you for this great video and the spreadsheet. Much appreciated! Great entertainment value too :)
@MoneyandLifeTV4 жыл бұрын
Thanks Joia! I love creating these spreadsheets. Otherwise I just get lost trying to navigate multiple pages of the fidelity website.
@butch54194 жыл бұрын
Great video... no minimum investment with a fidelity account on their mutual funds
@MoneyandLifeTV4 жыл бұрын
Thanks Butch :) gotta love no minimums.
@haoranzhengda4 жыл бұрын
Thank you Mike. Those funds are doing really well. I am glad I chose those you recommended!
@MoneyandLifeTV4 жыл бұрын
That is great news! Thanks for the update.
@haoranzhengda4 жыл бұрын
Please keep the great work!
@elizaknight69805 жыл бұрын
Thanks so much for the video. It is really helpful. I open Roth IRA account last month and am looking for a couple of good growth mutual funds to invest.
@jackagain83464 жыл бұрын
So, Fidelity saws that their retail fund is up an average of 14% for 34 years and right now the price is $15.+. Using compound interest this fund would have had to have had a NAV of about .05 at it's inception unless it split several times. Never believe Fidelity numbers on mutual funds. I know, I've been in Fidelity for 30 years.
@elderward97875 жыл бұрын
Hi Mike. Really new to all this. What percentage would you split these up in a portfolio to equal 100% distribution? Something like 25% per fund? Thank you for outstanding and honest advice!
@MoneyandLifeTV5 жыл бұрын
Hi Elder, if you wanted to own all 4 I think 25% each would be a reasonable split. Mutual funds are made up of various individual stocks so you don't need many to be diversified. However, Some of these funds may have overlap in the stocks they hold so you might also check out a few other mutual funds as well to be further diversified. Thanks for the support.I'll be working on another fidelity video soon.
@bullitlbc5 жыл бұрын
Hey great video! What do you personally think of the fidelity total market index fund? FSKAX? Thanks
@stevemiller56265 жыл бұрын
The mutual fund that got me interested in opening my own brokerage account was FAMRX. It grew like $38 in 2 weeks in 2017 and I was hooked lol. 2018 brought be back down to earth, slowly and painfully. Lol
@MoneyandLifeTV5 жыл бұрын
2018 was quite humbling wasn't it? Don't worry certainly felt some of that pain myself ;)
@stevemiller56265 жыл бұрын
Haha yea. I bought my first stock when the Dow was like 26,900. Block chain company lol. I learned hard lol
@nghasemi74163 жыл бұрын
Can you please make a similar video for 2021?
@MoneyandLifeTV3 жыл бұрын
Sure, I'll add it to the list.
@ChrisInvests5 жыл бұрын
Personally, I prefer individual stocks and index funds!
@MoneyandLifeTV5 жыл бұрын
Nice! I'm a big stock/index guy myself most of the time.
@KaiatheSiberianHusky5 жыл бұрын
I agree, I use Fidelity Go
@stefli92943 жыл бұрын
Good vid Mike.. If the initial min investment is 2500.00 do you need to keep buy the fractional shares?
@gold9ja4 жыл бұрын
I saw this video since last year and it helped me pick some of the mutual funds I have in my fidelity Roth IRA. 3 out of the 4 you talked about I have now but will you be doing a 2020 update on these mutual funds and new ones in fidelity as well especially with the way the coronavirus has affected the stock market.
@MoneyandLifeTV4 жыл бұрын
Hi Gold, I will certainly have investment videos coming out soon. Not sure if I will cover these specific funds again, but i'm working on a few videos detailing what investments i'm currently looking during these challenging times. I have a feeling that the worst of the market drop hasn't passed us by yet.
@gold9ja4 жыл бұрын
@@MoneyandLifeTV Cool, I am looking forward to seeing these investment videos you will be releasing soon. Also I agree with you, I don't think we have seen the last of this market drop even though it has eased a bit. It's affected my family, friends and my IRA & 401K as well, so we can only hope there is a light in the end of the tunnel with the madness going on. Keep safe and God bless.
@jimhurstjr3 жыл бұрын
An investment advisor said my Fidelity picks were to high yielding to be a good investment...WHAT? too high yielding? My Dec. 2020 picks are running 29 to 56% ytd with 10 year averages 19-22% Life of fund 13.07-16.82%... Can you explain what he means as now buy in too high?
@vanessabarragan6803 жыл бұрын
Hi Mike, newbie here. Planning to start investing in index funds but I’m afraid lol. Don’t know if there’s a video out there of how to read Fidelity’s info on an individual fund..like what the beta, portfolio net assets, turnover rate, Net Change, Net Change %, and what YTD performance all mean!?
@MoneyandLifeTV3 жыл бұрын
Vanessa I'm loving your question here. I'm going to try to touch on this in my Q&A video.
@AbundantRick3 жыл бұрын
How do you "sort" by highest performing? How do you find the highest performing mutual funds on Fidelity?
@MoneyandLifeTV3 жыл бұрын
Hi Lil, not sure if fidelity has that option on their site. I know Vanguard lists their funds so you can sort them that way, but not sure about Fidelity.
@BillSchultz705 жыл бұрын
At about 14:10 you say the year to date return of FSAIX was 16.25% and dominating the market. s&p 500 = 13.2% dow = 12.8% and nasdaq = 16.7% - so not beating the nasdaq, but it is outperforming the other two by about 3%. Does that figure already subtract the expense ratio as well? To clarify more: At about 15:00 you say the funds are averaging higher than the S&P 500 averages of 6-8%. But they are completely different time frames from the conception of the funds and when the S&P 500 was started. The data is useless without an apples-to-apples comparison. Determine the return of the S&P 500 from the conception date of the fund, then compare it. FSAIX conception date: 12/18/1985 - opened at 9.89 , on 12/18/2018 (33 years) valued at 68.20 - overall return for 33 years: 5.895% Now the S&P 500 - 12/18/1985 - valued at 210.94 , 12/18/2018 (33 years) valued at 2416.62 - overall return for the S&P 500 in the exact same time frame: 10.456% - Your fund FSAIX, UNDERPERFORMED the S&P 500 by 4.561%. When comparing investments you need to look at the same time frames, not throw a general number out there. Mutual Funds are really yesterday's investments and people have come to realize that fund managers do not outperform the market in the long term. I would suggest using Fidelity's new Zero Commission index funds instead.
@kshitiz065 жыл бұрын
Your comment got me interested. I dont quite understand all the charts. Ones he has shown in video are from fidelity site, which shows all of them beating S&P500. I went to yahoo finance, compared each one of them with S&P since the beginning of the inception of those funds (clicked on "Charts" and selected start date as inception of the fund, and put S&P500 as comparison), and this is what i found - FSPHX - Overall chart shows it beats S&P, but going a little granular, only first 10 year from fund's inception, it was beating S&P well. Since then (starting 1991), S&P has been consistently beating it FSRPX - It narrowly beats S&P. I wonder, with it's expense ratio, if it will be worth it FBGRX and FSAIX - S&P500 smokes these two at every corner (overall, as well as smaller sub-periods). But the graphs showsn in the video show otherwise This is where i am confused. Fidelity shows some graph, yahoo finance shows some graph. I don't know what to infer from those graphs.
@akin2420025 жыл бұрын
Great analysis!
@facehairteeth5 жыл бұрын
I'm a new subscriber and love your videos. I appreciate how you get to the point you're not trying to sell me anything. I like this video a lot the only one I personally don't agree with is FBGRX simply because of some of the retail Holdings have a market cap way over their earnings. And then there's Tesla which is basically a Ponzi scheme. Otherwise I agree with your other three overall picks
@MoneyandLifeTV5 жыл бұрын
Thanks Franklin!
@aliyaseen82094 жыл бұрын
Great video! Do you have advice on picking stocks/etf/mutual funds for non US investors as they are not required to pay capital gain taxes and would like to capitalize on that. What would you change in your investment strategy as a whole if you were told you no longer need to pay any capital gain tax. Thanks in advance
@wensunkeh20305 жыл бұрын
Good information! You may want to add information on fees of those funds
@MoneyandLifeTV5 жыл бұрын
Thanks Wensun!
@perpetualdividends67195 жыл бұрын
Next to Vanguard, fidelity is the best! Side note- fidelity is privatley owned. In my view that means there is less conflcit of interest than owning funds whoes companies our publicly traded.
@akin2420025 жыл бұрын
Top 4 seem to be (Not in any order): * Vanguard * Fidelity * Charles Schwab * BlackRock (IShares)
@paulubyck17044 жыл бұрын
Thank you I will be investing in these great job!!!
@MoneyandLifeTV4 жыл бұрын
Thanks Paul! I appreciate the support.
@sachastayswi5 жыл бұрын
Hi Mike. Really nice vid. Shame FSMEX is closed to new investors. In my opinion the healthcare sector (which has lagged so far compared to other sectors and the market) represents a buying opportunity given the maturity in the business cycle. Would you be interested in doing a video on strategic sector investments? Given usual high turnovers, I mostly use this strategy for portions of my tax-sheltered accounts. Thank you and keep it up!
@MoneyandLifeTV5 жыл бұрын
Thank you Andagape, I am actually working on a video that discusses many of the different sectors. Hope to film it soon, and have it up in a few weeks.
@run_deng3 жыл бұрын
And they are all still doing well against S&P 500 except for the transportation. I bought 2 of the funds. Thank you very much.
@MoneyandLifeTV3 жыл бұрын
Glad to hear it! Thanks GO Randy :)
@ylite95504 жыл бұрын
Thanks for the info! You are appreciated.
@MoneyandLifeTV4 жыл бұрын
Glad it was helpful!
@kshitiz065 жыл бұрын
I dont quite understand all the charts. Ones he has shown in video are from fidelity site, which shows all of them beating S&P500. I went to yahoo finance, compared each one of them with S&P since the beginning of the inception of those funds, and this is what i found - FSPHX - Overall chart shows it beats S&P, but going a little granular, only first 10 year from fund's inception, it was beating S&P well. Since then (starting 1991), S&P has been consistently beating it FSRPX - It narrowly beats S&P. I wonder, with it's expense ratio, if it will be worth it FBGRX and FSAIX - S&P500 smokes these two at every corner (overall, as well as smaller sub-periods). This is where i am confused. Fidelity shows some graph, yahoo finance shows some graph. Maybe do a video explaining how to read those charts
@georgescharles34174 жыл бұрын
FOCPX is also a good one.
@MoneyandLifeTV4 жыл бұрын
Hi George, thanks for commenting. Remind me of what that one pertains to?
@PeacefulBen4 жыл бұрын
The expense ratio is very high, you can look into FSCSX which gives same return but .70 %, you can also look into FSPGX for some diversification.
@kalatitati87953 жыл бұрын
New subscriber here!. On which of those funds has spacex?
@randalrichey64083 жыл бұрын
It's time for an update... 2021 or did I miss it
@MoneyandLifeTV3 жыл бұрын
Na its time for an update
@kimsiewers4 жыл бұрын
I would not buy any of the "select" funds or so-called "specialty funds", rather I prefer diversified funds like Fidelity Blue Chip Growth and Fidelity Contrafund. I own some of Fidelity Blue Chip Growth and it annoys me that it owns Tesla; Tesla is not a "blue chip" stock; it's pure speculation and it's never made a profit.
@crabjay70863 жыл бұрын
do you have an update of this for 2020? thanks.
@kim258TV4 жыл бұрын
FBSOX is excellent also
@noahpaulos59314 жыл бұрын
thank you
@d.w.7143 жыл бұрын
The health index fund has expense ratio that's too high for me, 1.0
@makingmoveswithmattadams12685 жыл бұрын
Great Job And Information My Friend!!!👍🏻
@MoneyandLifeTV5 жыл бұрын
Matt thanks so much brother!
@leninmoreno40205 жыл бұрын
Hi Mike, the funds that you recommend have a gross expense and net expense ratio of .07% more or less. Does that means that the total expense ratio is 1.4? Sorry, new at this and a little confused.
@MoneyandLifeTV5 жыл бұрын
Hi Lenini, this is not a bad question at all. Many people have this question. Even I get confused at times due to how many different kinds of fees are in place. The net expense ratio what the annual fee would be so .07% in this example. There are some waived fees, and reimbursements built into the fund. I recommend checking out this article form investopedia, as it helps explain this stuff in a lot more detail. I learn a TON from investopedia: www.investopedia.com/articles/investing/091515/comparing-etf-gross-vs-net-expense-ratios.asp
@leninmoreno40205 жыл бұрын
Money and Life TV thanks so much for the reply. Have a great Holiday
@MoneyandLifeTV5 жыл бұрын
Thanks Lenin! You as well :)
@kim258TV4 жыл бұрын
I found a tech software one very good 20.29% YTD and 16.54% life of fund 35yrs. FSCSX
@MoneyandLifeTV4 жыл бұрын
Nice Kim! Thanks for sharing. Tech stock growth continues to blow my mind.
@kim258TV4 жыл бұрын
Money and Life TV YES! I recently found that gem, :)
@JB-by8tw5 ай бұрын
agree! FSCSX has been phenomenol since i put $80k into it in 2016
@KaiatheSiberianHusky5 жыл бұрын
If you have a fidelity account then then most all their funds are $0 min
@salmaabdulmajeed98885 жыл бұрын
Thank you sir, great information.
@MoneyandLifeTV5 жыл бұрын
Thanks Salma!
@Limitbreak095 жыл бұрын
Hello mike, can yoy do the best Fidelity ETFs by sector as well? Just like u did with vanguard video
@MoneyandLifeTV5 жыл бұрын
Hi Limit Break, not a problem. Thanks for the content suggest. I'll add it to my list. I've gotten a lot of requests for more vanguard and fidelity based videos so i'll see if I can put something together within the next 2 months.
@Limitbreak095 жыл бұрын
@@MoneyandLifeTV thanks a lot!
@pedrogarces68764 жыл бұрын
FXAIX SP500 is so cheap and tracks the market so well. I have owned for 5 years and have been happy.
@MoneyandLifeTV4 жыл бұрын
I like it! Keeping it simple, but it works :)
@brocksamson74154 жыл бұрын
with those high expense ratios, like FSRPX at .76% , I am worried about an expense ratio that high. The other fidelity funds such as FSKAX has a .015% expense ratio and has a average 10 yr return of +13.80%. I would still grow my money 13.80%. The FSRPX has a 10yr of +18.67% but a expense ratio of .76%. With them taking that percent out annually, would it hurt the growth of the fund due to that percentage not going back into the fund? Or does it having a higher average 10 yr return make the higher expense ratio not even matter? I am trying to build my roth portfolio, but want to choose the best funds without paying too much in expense ratios that in return would not be going back into the fund. Sorry for my lengthy post, but thank you for your time and helping me to understand this. I appreciate it.
@DaileyThrifts4 жыл бұрын
Yeah, high expense ratio can add up over time. Go with the lowest ratio
@grahaminvesting93414 жыл бұрын
Great Video I learned alot appreciate the content
@MoneyandLifeTV4 жыл бұрын
Thanks so much Graham, I appreciate the feedback and support :)
@kazekage551005 жыл бұрын
So by buying Fidelity blue Chip growth I am buying some pieces of Amazon, google, Facebook, etc...??
@MoneyandLifeTV5 жыл бұрын
Hi Kazekage, I love your question. So the way it works is you buy shares of the "fund" The fund directly owns the stocks, amazon, google, facebook, etc. Since the fund is the owner of those stocks its performances mirrors the performance of the stocks it holds. So do you directly own shares of the stocks by buying the fund? The answer would be no. However, since you are buying the fund you would still reap the performance benefits of those stocks since that is what the fund owns. Hope that makes sense. It is like you own those stocks indirectly, by directly investing in the fund itself.
@kazekage551005 жыл бұрын
@@MoneyandLifeTV Thanks for clearing that up. So I wouldn't benefit from the dividends that Apple and Visa provide since I don't "directly" own them...is that correct?
@MoneyandLifeTV5 жыл бұрын
Hi Kazekage, actually you might it just depends on what fund you are choosing. You would still receive the performance and dividends through the fund. The way to know is to check the dividend yield of the mutual fund or etf before purchasing it. Some funds don't pay the dividend to the shareholder and automatically use it to repurchase more shares of Apple, visa ,etc. Other funds you will receive a monthly dividend or quarterly dividend payout.
@emeksb48234 жыл бұрын
Mike please if I invest and is there an insurance that fidelity or these companies have that protect one from losing his funds
@MoneyandLifeTV4 жыл бұрын
Hi Emeks, if your money is in cash than there is a certain level of insurance, but once you invest your money into an investment the value of your investment will fluctuate up and down every single day. However, you would only lose real money if you sold the investment at a loss. You have control over when you sale.
@emeksb48234 жыл бұрын
@@MoneyandLifeTV so what is the insurance rate Mike?
@SimplyZBest20004 жыл бұрын
Phenomenal Job my Brother!!!!
@MoneyandLifeTV4 жыл бұрын
Thank you Lowez, that means a lot.
@DeathOnSpeedDial4 жыл бұрын
Would you do an analysis of Fidelity Mutual Funds with zero/low expense ratios?
@MoneyandLifeTV4 жыл бұрын
Thanks for commenting i'll certainly consider it. Have you considered investing in etfs instead of mutual funds? The fees are substantially lower than Mutual funds.
@jmarierich52255 жыл бұрын
Can you do a video regarding filing form 1099-c on your 2018 tax return? The primary residence rule changed regarding mortgage debt. I would like to hear your input.
@MoneyandLifeTV5 жыл бұрын
Hi Jmarie, thanks for the topic suggestion. I'll add this to my list!
@freddiebutler36535 жыл бұрын
My understanding is it always a fee mutual funds, than ETF and regular stocks? But I do like the medical mutual fund.
@MoneyandLifeTV5 жыл бұрын
Good morning Mr. Freddie :) Your understanding is correct, mutual funds have slightly higher fees than etfs. Stocks have no ongoing fees, however, I have a mix of mutual funds in my 401(K), and stocks and etfs in my standard brokerage and IRAs.
@freddiebutler36535 жыл бұрын
@@MoneyandLifeTV thank you Great video on mutual funds you did open my eye about them.
@freddiebutler36535 жыл бұрын
I came across Lending Club could u do a video on that, are what're your personal feelings about lending club?
@MoneyandLifeTV5 жыл бұрын
Hi Freddie thanks for the topic suggestion. I"ll add this to my list. I haven't used lending club to be honest so I currently do not have any experience with it. I have heard good and bad things. It is certainly an alternative investment to consider these days with bank interest rates being so low. If you choose lend here I would just be cautious about investing too much. Like anything else I generally recommend having less than 15% of your total portfolio in it. Treat like a stock or etf. I want to look into what percent of their borrowers typically default on their site. Hope that helps sir. If you get to it before I do please share your thoughts.
@freddiebutler36535 жыл бұрын
@@MoneyandLifeTV thank you
@barryg444 жыл бұрын
should you invest now that the stock market is at an all time high or wait on the crash?
@MoneyandLifeTV4 жыл бұрын
Hi Barry, honestly that is totally up to you. I'm continuing to invest a set amount of money regardless. However, I have other money so if a crash comes i'll be ok regardless. I'm still expecting a crash in the next few years, but i'm investing in a way that will help me hedge my positions so if the market crashes it won't burn me as bad as others. A crash would be wonderful than I could buy assets at a lower price.
@Joshua-zs1du4 жыл бұрын
Now could be a good time?
@williamgarcia96025 жыл бұрын
Please mention if their are any front loads or back loads, redemption fees to pay? I’m not sure if your fee takes this into account?
@MoneyandLifeTV5 жыл бұрын
Hi William thanks for mentioning this. The annual fees shown in the video do no reflect front load or back load type of fees.
@MelissaMaiga4 жыл бұрын
Recently opened my IRA. I am excited!
@MoneyandLifeTV4 жыл бұрын
Congrats Melissa, that is very exciting :)
@user-ok1hl8jj1n4 жыл бұрын
Is that percent simple interest or compound interest because there’s a huge difference!
@MoneyandLifeTV4 жыл бұрын
Simple interest sir.
@johnhenderson70814 жыл бұрын
Do you have an updated listed for Fidelity?
@MoneyandLifeTV4 жыл бұрын
Hi John, thanks for asking. I may do an updated video sometime later this year. Sorry no new updates yet.
@johnhenderson70814 жыл бұрын
@@MoneyandLifeTV Just funded my account and wondering if they would still be good to invest in as I approach retirement within the next 3 years.
@rayb68525 жыл бұрын
Booking Holding is flight tickets. Juul labs e-cigs.
@MoneyandLifeTV5 жыл бұрын
Thanks for sharing this Ray. That makes total sense that Booking sells flight tickets.
@KaiatheSiberianHusky5 жыл бұрын
JUUL LABS INC PC SER C P/P is an e-cig maker
@scrappychildhood66334 жыл бұрын
How come there are no KZbinrs talking about this Compeny? franklintempleton
@MoneyandLifeTV4 жыл бұрын
Good question, my guess would be, because Franklintempleton charges higher fees than most other platforms.
@MoneyandLifeTV4 жыл бұрын
Good question, my guess would be, because Franklintempleton charges higher fees than most other platforms.
@scrappychildhood66334 жыл бұрын
@@MoneyandLifeTV Learned I can place 19k in 401k and 6k in ROth. Earn 37k in Qualified Dividend income per month. Advisers do not want to teach me they want to do it them selves on 3% annual return. When the market Grows 10% per year every year may not be in stocks yet Bounds Treasury notes.
@scrappychildhood66334 жыл бұрын
Can I add these to M1 Fiance
@MoneyandLifeTV4 жыл бұрын
Yep, absolutely.
@scrappychildhood66334 жыл бұрын
@@MoneyandLifeTV building 401k for tax Write off Mainly ROTh IRA and Dividend Income. So do not have work. Do you have Video of Qualified Dividend Companies
@zacharynewsom81534 жыл бұрын
No FSCSX??
@PreventClutter5 жыл бұрын
You rock!
@PreventClutter5 жыл бұрын
My 457 is all in the s&p500
@MoneyandLifeTV5 жыл бұрын
Good morning Juan, no problem sir. Glad you enjoyed the video :)
@MoneyandLifeTV5 жыл бұрын
I imagine that helps keep things simple. Hopefully it has been doing well.
@superslyko1235 жыл бұрын
You have a very good channel ! Fantastic ! Accountant Nerds in the world unite ! Hint = SPIVA & Jack Bogle. Do some research. Simply use that search button at the top of this page. Being able to add & subtract is a lost art. Doom was the bomb!
@MoneyandLifeTV5 жыл бұрын
Thank you Superslyko! Btw you cannot go wrong with the original "Doom." Certainly one of my favorites growing up. lol.