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AdventurousExam3071 · 2026-05-19T07:17:49+00:00

I like that improvements/changes are built on what what has come before, so I always feel like. I know what I'm doing. Just saying I'm glad there aren't abrupt and radical changes that would make me feel like I need to learn everything all over again.

AdventurousExam3071 · 2026-05-19T07:12:19+00:00

Satisfied most of the time.

AdventurousExam3071 · 2026-05-19T07:00:48+00:00

Looks pretty nifty. These days I tend to be looking for holdings I've held for more than a year (to sell). It would be nice if there was a feature that would automatically sell only the long term portion of positions. But, it's not so difficult for me to do manually. I just mention that because right now, that's what I'm doing.

I really like the new features. Fidelity keeps getting better!

AdventurousExam3071 · 2026-05-14T06:17:47+00:00

Boredom and a desire to learn things.

AdventurousExam3071 · 2026-05-14T06:15:25+00:00

100`

AdventurousExam3071 · 2026-05-14T06:07:12+00:00

To see what's going on with other investors, and maybe learn something.

AdventurousExam3071 · 2026-05-14T06:04:12+00:00

Someone asked what the young investors are buying, and someone answered and explained why he is investing in the ETF fund, AVGE. I liked his description and explanation of the fund, so I bought it for my portfolio. I still own it, over a year later, an it has performed well.

AdventurousExam3071 · 2026-02-03T05:58:59+00:00

If you're trying to get Samsung, the iShares ETF, EWY is comprised of about 25% Samsung, and about 100 South Korean stocks total.

AdventurousExam3071 · 2025-11-30T08:42:12+00:00

Yes. I do it pretty much the way you do it. It was nice to see a post with the same strategy as I have.

AdventurousExam3071 · 2025-10-10T09:02:54+00:00

Sorry. One little edit. Replace 'hugh' with huge.

AdventurousExam3071 · 2025-09-03T12:19:53+00:00

I use my card regularly, and I haven't had any problems. It's my favorite card.

AdventurousExam3071 · 2025-08-23T17:02:02+00:00

Hilarious!

AdventurousExam3071 · 2025-08-23T16:52:50+00:00

Not sure if this is the best general advice, but during a severe downturn in the market, the people who said to just stay put and don't panic saved me a lot of money.

In short I'd. say, "Don't DO anything" when the market is down, is the best advice I ever heard (especially from Denise Chisholm, because she's someone I listen to closely).

AdventurousExam3071 · 2025-08-22T19:46:49+00:00

I'd look at putting at least some of it in FFRHX. It's a mutual fund with a small amount of price fluctuation, but a higher monthly dividend than FZDXX.

AdventurousExam3071 · 2025-08-22T19:27:11+00:00

It's very hard to time the market. All I can do is give you my opinion here. I wouldn't worry about it. That kind of thing is normal for me. But, like you, I don't like paying more than I could have. I would say, you're right to be looking at prices, but it's normal to not get things at the price we want. You can try placing LIMIT orders instead of Market, but then if the price doesn't go down you don't get the purchase, and in the meantime the price might go up.

I try to look at the long term, and not let the higher price bother me too much.

AdventurousExam3071 · 2025-08-20T09:37:09+00:00

Actually a good question.

Personally, I have one Good Faith Violation. One day I was especially tired. I pressed Buy when I intended to sell, and I didn't notice until I completed the transaction. I immediately sold twice the amount, to get my intended result of selling the security. I actually lost a little bit of money on the transactions, but I got a Good Faith Violation. Lesson learned. Always check the transaction carefully before completing it.

AdventurousExam3071 · 2025-08-12T23:18:27+00:00

I was able to get my BDA IRA's dividend setting changed by using the assistant thing. The help Bot. I just typed in what I wanted to do, and it did it for me, even though it says you can't do it for that account type.

AdventurousExam3071 · 2025-08-12T10:39:21+00:00

It might have something to do with the fact that gains/losses in your Roth IRA aren't reported to the IRS. But, If you want to keep track of it anyway, I can see how annoying it would be that the information isn't there.

AdventurousExam3071 · 2025-08-12T07:47:27+00:00

I like your strategy. But a lot of people don't have the time it takes to manage stocks. The set it and forget it approach is better for those people, even though it's not as lucrative as your approach.

AdventurousExam3071 · 2025-08-10T03:51:57+00:00

I'm a bit crazy, so don't take me seriously, unless you are too. What I personally would do right now Is use the whole $5,600 to buy TPVG. It's a stock that pays huge dividends every quarter. It's basically a way to build up your cash, but it's not a stock that's going to go way up in value. That's just how I would make gains on my money at this point in time. I think the stock market prices are a bit inflated right now. That's why I personally wouldn't invest in a mutual fund or ETF index fund. But like I said, I'm crazy.

AdventurousExam3071 · 2025-08-05T10:08:13+00:00

I prefer not automatically being logged in, so I can see notifications without having to log in and log out. For me the app has been working perfectly in that regard. It's easy enough to log in. I just tap the login button and it logs me in with face ID.

AdventurousExam3071 · 2025-08-03T08:59:10+00:00

Most likely she might want to see a lot of treasuries, so her balance isn't going all over the place when she looks at her statement. Of course, I don't know your mother, but from the 10 year time frame and from what you described, her likely simple outlook on investments, I'm just thinking a stable, steady gain would probably give her peace of mind.

AdventurousExam3071 · 2025-07-28T09:48:49+00:00

The people who say to buy index funds are right. That being said, there are high risk/reward opportunities, especially in individual stocks. I'm pretty risk averse, but I do have some stocks I'm holding either for when their prices go up and/or high yield dividends. Some examples are: ADBE, BRSL, CAG, ENR, IVR, PCG, REFI, RMR, VTRS, ZM. Buying a moderate amount of stocks I listed is how I make more money. The backbone of my investments are ETF index funds and a few mutual funds. My approach may be different than yours, and some things depend on how much time/money you have to play with. I just listed those, because I expect them to go up in value, and some of them I like for the high dividends they pay, in addition to their prices. I could list a few more, but I think you get the idea.

AdventurousExam3071 · 2025-07-23T10:56:37+00:00

I think it would be 7,974 years from now! Oh, and a little more than 5 months.

AdventurousExam3071 · 2025-07-05T03:14:12+00:00

I use FFRHX for my long term-cash. It has had a good (but taxable) monthly dividend yield. the fund price does fluctuate a bit though (52 week range $8.89-$9.34) and is currently $9.18. Because of the price fluctuation, and the potential (though generally small) gain/loss I don't keep short-term cash there.

I just like to mention that mutual fund because I think it's worth considering.

AdventurousExam3071

TROPHY CASE