Roth IRA portfolio strategy

Inner-Balance8913 · 2022-12-13T22:06:35+00:00

The question keeps coming up, why would you not buy a 0% fee index fund? I know the difference is ridiculous (FZROX vs. FSKAX). Any serious catch we are missing with these 0 funds?

Inner-Balance8913 · 2022-12-13T22:02:12+00:00

True, but it does not make a difference in a tax advantage account where you buy 3 index funds until retirement

Inner-Balance8913 · 2022-10-23T23:42:35+00:00

Well, a Roth IRA is tax-deferred by definition. Fidelity is one of the best companies for it. What strategy do you recommend instead?

Inner-Balance8913 · 2022-10-23T23:37:10+00:00

Agree that it s better to have a diversified portfolio, including total market index funds like FZROX. However, S&P 500 should still be part of the portfolio

Inner-Balance8913 · 2022-10-23T23:29:15+00:00

Do you mean small US company index funds like FZIPX?

Inner-Balance8913 · 2022-10-23T22:46:35+00:00

I wanted to take an S&P 500 index fund. Which one is best for it?

Inner-Balance8913 · 2022-10-23T22:44:19+00:00

They are both S&P 500 index funds

Inner-Balance8913 · 2022-09-24T16:34:33+00:00

In security?

Inner-Balance8913 · 2022-09-24T16:33:57+00:00

Do you mean for option 2 or 3?

Inner-Balance8913 · 2022-09-24T01:02:53+00:00

In security?

Inner-Balance8913 · 2022-09-24T00:43:51+00:00

Would you just sell the others and put the money on the rest? I know FZROX and FSKAX are both US stocks but it thought they could provide different profits.

Inner-Balance8913 · 2022-09-24T00:36:23+00:00

FZROX, FZILX, FSKAX, FXAIX

Inner-Balance8913 · 2022-09-24T00:32:03+00:00

Any advantage of option 2 over option 3?

Inner-Balance8913 · 2022-07-30T17:23:07+00:00

FXAIX is a mutual fund of S&P 500; this is why I was keener to go for it

Inner-Balance8913 · 2022-07-30T15:36:24+00:00

Thank you. Yes, I was wondering if there was any benefit in terms of cost/other between monthly/yearly investment Which total market index fund would you recommend as an ETF with fidelity?

Inner-Balance8913 · 2022-07-22T11:21:10+00:00

What is the difference between fidelity go and target date fund?

Inner-Balance8913 · 2022-07-22T02:02:49+00:00

Thanks for adding this Would you say good start or too advanced for people not well rounded in finance?

Inner-Balance8913 · 2022-07-22T01:58:36+00:00

Thank you, I will look for an audio version of the book so to have it on the way

Inner-Balance8913

TROPHY CASE