MY EXACT Dividend Stock Portfolio — See it in M1 Finance! ||
In this video we are talking about the top 5 fidelity index funds that are absolutely crushing the S&P 500 so far YTD in 2020. The S&P 500 index has returned approximately 14% so far this year but we have 5 Fidelity Index Funds that have returned in excess of 20% and some have returned nearly 40% year to date.
I think I’ll be making some changes. Thanks Joe!
Opened a position in FBGRX in August and I am up 22.19%.
GREAT!
FBGRX is crushing it. up 36% in less than half a year.
I’ve been thinking about getting the Nasdaq Index Fund
Great video, definitely going to check them out.
I enjoy your videos. I’d like to see one on the pros and cons of buying an individual stock vs a stock ETF. Thanks!
Can you recommend highest yield dividend funds to hole for 2021 ?
following
Nice vid on some great index funds … was fortunate enough to purchase a portion of FNCMX in 2016 … needless to say it has been and ANIMAL for my portfolio – everyone should carry a piece of this or its ETF version ONEQ, in my opinion that is … keep up the good work for the little guy!
Very good stuff !!!! Thank you
Is there any way I can get in touch with you privately?
You are my fave. You have helped me out. You are funny and serious so much passion about managing money. Andrie, Rose & Graham are nice but I cant get answers lol
THANK YOU for that feedback and for leaving a comment!
You prolly dont care but if you are bored like me during the covid times then you can stream all the new series on instaflixxer. I’ve been binge watching with my girlfriend for the last few days 🙂
@Stanley Xander yup, I have been using InstaFlixxer for since november myself =)
I have the total market index, nasdaq but I think I’ll start with the small and medium too. Thank you for sharing this great information for us, the average Joe’s and Jane’s 😁
YOU’RE WELCOME JUAN! Thank you for watching and leaving a comment! 👍🏻😎
How come when I try to purchase fidelity mutual or index funds it doesn’t give me the option to purchase shares? It just says to enter amount
GREAT QUESTION! There should be an option to buy a specific amount of shares but especially with index funds, you can buy fractional shares. So if the price per share is 95.00 and you elect to invest $100.00 then that is going to buy you 1.0526 shares, Hope that helps! THANK YOU for watching and for leaving your $0.02 in the comments! 😎👍🏻
@The Average Joe Investor so it’s the same thing just worded different? The one I’m looking at is currently at $15, if I invest $60 I would be getting 4 shares? Thanks a lot for the reply, new sub
Would it be a good idea to have all of these at once? Or just pick only one to invest in?
GREAT QUESTION! It’s possible you may have some overlap between some of the funds, especially between Extended Market and Small/Mid as well as with NASDAQ and the large cap growth. That doesn’t necessarily equate to a BAD THING but just something to be aware of. I put out a more recent video titled 6 FIDELITY INDEX FUND STRATEGIES FOR THE AVERAGE JOE that you might find helpful. Here is the link: https://youtu.be/3rNBObH1HkQ || THANK YOU for watching MotoAK47 and for leaving your $0.02 in the comments! 😎👍🏻
@The Average Joe Investor thank you so much. Il check that video out.
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Your videos are great for beginners. Helping people get started is very important. I am not a beginner but not an expert either. Just an index fund geek. Love the spreadsheets and work you put into your videos. Keep up the great job buddy.
AWESOME! Thank you so much for joining the Average Joe Investor community! Please let me know going forward what investing topics you want to learn more about as well as any feedback/questions you have!
Thank You Joe, Your videos Helps out lot. I’m On The Way Making The Right Decision.
Glad to hear it Bernard! KEEP UP THE GOOD WORK! THANK YOU for watching and for leaving your $0.02 in the comments! 😎👍🏻
Great video. I have researched a lot of fidelity funds and I agree with you totally on this one
Glad to hear Jason! THANK YOU for watching and for leaving your $0.02 in the comments! I appreciate it! 👍🏻😎
I have the Nasdaq Composite fund making up 30% of my IRA and I’m still wrestling with the expense ratio. I was fortunate to have had it through last year. Over the long haul I just don’t know if I should just keep it at the expense ratio or bail into something lower like those small/mid caps. I have FSAIX and FZROX making up the remaining 60% giving quite a bit of overlap. In the end I’m not worried about the overlap as much as I am the expense ratio on FNCMX.
GREAT COMMENT! I can appreciate your concern and do not actually own this index fund myself. I think you can capture the growth of the NASDAQ index fund by utilizing the Total Stock Market in conjunction with a growth index fund which both can be purchased for low expense ratios. Hope that helps! THANK YOU for watching and for leaving your $0.02 in the comments! 😎👍🏻
@The Average Joe Investor Thanks for your input. Ill do some more digging and try to report back on what I decide.
Really great selection of funds. Honorable mention to the Fidelity Blue chip Growth Fund as well. Always enjoyed your videos with the ooo-hoo shout in some of them. Appreciate it.
Joe currently invested in the s and p 500 index as well as extended market index fund do you recommend adding the nasdaq fund as well? Or should I go more small cap growth and international to balance out my portfolio?
HI JUSTIN! Great job on your investing so far! I don’t think you HAVE TO add the NASDAQ unless you really want to. The S&P 500 and Extended Market are great investment options for the long-term or potentially adding international for additional diversification. THANK YOU for watching Justin and for leaving your $0.02 in the comments! 😎👍🏻
You have earned a thumbs up and a subscription from me. Love your videos. all very informative.
AWESOME SAMUEL! Thank you so much for joining the Average Joe Investor community! THANK YOU for that feedback as well. =) Please let me know going forward what investing topics you want to learn more about as well as any feedback/questions you have!
I wish you could do a comparison with the value small-cap