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I have decided to rebalance my “income” ROTH to move it away from a pure yield hog and add some growth and value. Since I will not draw from this account for 5 ½ years, I have time to let it build. 28.1% Value with some income: $SCHD, $VTV, 26.7% Income: $SPYI, $JEPQ, $QQQI, $FEPI 22.4% Core Equity: $FXAIX, $FSMDX 7.7% Growth: $VUG 4.8% International: $VXUS 10.4% Cash – which I can deploy at any time to take advantage of a buying opportunity. Looking at the sectors, it works out to 32.9% Financials & Industrials, 27.6% Borad Market, 19.3% Tech, and 9.8% Mid-Caps. The final 10.4% is liquidity (cash). I currently have a 1.83% indirect exposure to Utilities, so I am considering adding $FUTY (Fidelity MSCI Utilities Index ETF). While utilities are traditionally considered a "boring" play, adding $FUTY would bridge the gap between my value pillar and my growth pillar and my utilities exposure would jump to around 6.5%.
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My wife’s work changed 401(k) providers. Here’s a list of the new funds she can choose from: • American Funds New World Fund $RWFGX • Vanguard Developed Markets $VTMGX • Vanguard Information Technology $VITAX • American Century Small Cap $ANCGX • DFA U.S. Targeted Value Fund $DFFVX • Vanguard Small-Cap Index Fund $VSMAX • BlackRock Mid-Cap Value Fund $MJVKX • Fidelity Mid Cap Index Fund $FSMDX • Fidelity 500 Index Fund $FXAIX • Putnam Large Cap Value Trust $PLVIX • American Funds American Balanced Fund $RLBGX • Vanguard Tax-Managed Balanced Fund $VTMFX • American Funds American High-Income Trust $RITGX • Fidelity Advisor Total Bond Fund $FTBFX • Vanguard Total Bond Market Index Fund $VBTLX What should she invest in?
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🏦 Top 10 Fidelity U.S. Stock Index Funds *save for later!* 📊📈👇 $FXAIX Fidelity 500 Index Fund $FSMAX Fidelity Total Market Index Fund $FSKAX Fidelity Total Market Index Fund (Admiral) $FNILX Fidelity ZERO Total Market Index Fund $FZROX Fidelity ZERO Total Market Index Fund $FSPGX Fidelity Extended Market Index Fund $FLCOX Fidelity Large Cap Core Fund $FSMDX Fidelity Mid Cap Index Fund $FSSNX Fidelity Small Cap Index Fund $FITLX Fidelity Total Market Index Fund II
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I sure did. I bought more shares of assets I already own. In my taxable brokerage account, I purchased additional shares of the following: - $VTI: Vanguard Total Stock Market Index - $VXUS: Vanguard Total International Stock Market Index - $NVDA: Nvidia - $TSLA: Tesla In my Roth IRA, I purchased additional shares of the following: - $FXAIX: Fidelity S&P 500 Index - $FSMDX: Fidelity Mid Cap Index - $FSSNX: Fidelity Small Cap Index - $FSPSX: Fidelity International Index - $VNQ: Vanguard Real Estate Index In my Health Savings Account (HSA), I purchased additional shares of the following: - $FSKAX: Fidelity Total Market Index - $FTIHX: Fidelity Total International Index Bought more Cryptocurrency of the following: - $BTC: Bitcoin - $ETH: Ethereum - $XRP: Ripple - $SOL: Solana - $ADA: Cardona I invested $100 in Real Estate, Private Credit, Venture Capital and Innovation Lastly, I also contributed my last $90 towards my niece and nephew’s 529 plan that I open. That is all my friend. 🙂‍↔️
Hats off to another day in the markets. The stock market is the greatest show on earth. Did you buy back any future time and the freedom it brings? My adds: $NVDA $NBIS HBU?
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🏦 Fidelity’s U.S. Stock Index Funds *save for later!* 📊📈 $FXAIX $FSMAX $FSPGX $FLCOX $FSMDX $FMDGX $FIMVX $FSSNX $FECGX $FISVX $FSKAX $FITLX $FNILX $FZIPX $FZROX
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Yessir, Yessir! I bought more shares of a little of everything. In my taxable brokerage account, I purchased additional shares of the following: - $VTI: Vanguard Total Stock Market Index - $VXUS: Vanguard Total International Stock Market Index - $TSLA: Tesla In my Roth IRA, I purchased additional shares of the following: - $FXAIX: Fidelity S&P 500 Index - $FSMDX: Fidelity Mid Cap Index - $FSSNX: Fidelity Small Cap Index - $FSPSX: Fidelity International Index - $VNQ: Vanguard Real Estate Index In my Health Savings Account (HSA), I purchased additional shares of the following: - $FSKAX: Fidelity Total Market Index - $FTIHX: Fidelity Total International Index Bought more Cryptocurrency this afternoon: - $BTC: Bitcoin - $XRP: Ripple - $SOL: Solana - $ADA: Cardano Lastly, I put $50 towards Private Real Estate & Innovation. That’s all. Nothing too crazy. 🫡
Hats off to another amazing day. The stock market is the GREATEST SHOW ON EARTH Did you buy back any future time and the freedom it brings? My adds: $SDTY $QDTY $QQQ HBU?
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In my taxable brokerage account, I purchased additional shares of the following: - $VTI: Vanguard Total Stock Market Index - $VXUS: Vanguard Total International Market Index - $NVDA: Nvidia - $TSLA: Tesla I also added $AMZN to my taxable since I had it on my watchlist. In my Health Savings Account (HSA) account, I also bought more shares of: - $FSKAX: Fidelity Total Market Index - $FTIHX: Fidelity Total International Index And lastly, in my Roth IRA, I added more shares of: - $FXAIX: Fidelity S&P 500 Index - $FSMDX: Fidelity Mid Cap Index - $FSSNX: Fidelity Small Cap Index - $FSPSX: Fidelity International Index - $VNQ: Vanguard Real Estate Index
4 Apr 2025
Grabbed a little more $NVDA, $GOOG, and $HOOD in my hold co today in addition to my $JEPQ purchase earlier in my retirement account. What did you buy today? 👀
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In my taxable brokerage account, I purchased additional shares of the following: - $VTI: Vanguard Total Stock Market Index - $TSLA: Tesla In my Roth IRA, I purchased additional shares of the following: - $FXAIX: Fidelity S&P 500 Index - $FSMDX: Fidelity Mid Cap Index - $FSSNX: Fidelity Small Cap Index - $VNQ: Vanguard Real Estate Index Lastly, in my Health Savings Account (HSA), I purchased additional shares of the following: - $FSKAX: Fidelity Total Stock Market Index
Hats off to another successful day in the market. Did you buy back any future time and the freedom it brings? I added 5 shares of $AMZN under $200 and 5 shares of $SCHD HBU?
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I certainly did. In my taxable brokerage account, I purchased additional shares of the following: - $VTI: The Total Stock Market - $NVDA: Nvidia - $TSLA: Tesla In my Health Savings Account (HSA) account, I also bought more shares of: - $FSKAX: Fidelity Total Market Index Furthermore, in my Roth IRA, I added more shares of: - $FSMDX: Fidelity Mid Cap Index - $FSSNX: Fidelity Small Cap Index
Sorry for the delay! Hats off to another successful day in the markets. Did you buy back any future time and the freedom it brings? I sat on the sidelines today, didn’t add anything. HBU?
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Fidelity needs their Customers' money: For Fidelity to play around with for 3 full weeks before Fidelity allows their Customers their own $ x.com/spaceshark23/status/18… $FSPGX $FXAIX $FNILX $FITLX $FNCMX $FMDGX $FIOFX $FIPFX $FSMDX $FBIFX $FFNOX $FIPDX $FSPSX $FSDAX $FGOVX $FHIGX

19 Nov 2024
@Fidelity has no money. 16 business day hold on ETF/ACH transfers is criminal. #Fidelity #FUDelity
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25 Sep 2024
Palantir BREAKING! FSMDX - Fidelity Mid Cap Index Fund(Now $37B Fund) Increased @PalantirTech $PLTR Holding again by 7.33% or 434,608 shares to total of 6,365,617 shares
28 Jun 2024
@PalantirTech $PLTR Breaking 🚨🚨🚨 FSMDX - Fidelity Mid Cap Index Fund (33.8B portfolio) increased Palantir holding by 4.9% to 5,931,009 shares. The fund initiated 3.3m shares back in July 2021. FUMIX - Fidelity SAI U.S. Momentum Index Fund increased Palantir holding by 38.81% FZROX - Fidelity ZERO Total Market Index Fund($20B portfolio) also made a modest increase of 4.92% on Palantir @Fidelity seems to be bullish!
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28 Jun 2024
@PalantirTech $PLTR Breaking 🚨🚨🚨 FSMDX - Fidelity Mid Cap Index Fund (33.8B portfolio) increased Palantir holding by 4.9% to 5,931,009 shares. The fund initiated 3.3m shares back in July 2021. FUMIX - Fidelity SAI U.S. Momentum Index Fund increased Palantir holding by 38.81% FZROX - Fidelity ZERO Total Market Index Fund($20B portfolio) also made a modest increase of 4.92% on Palantir @Fidelity seems to be bullish!
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You have some good holdings.. those companies are great and have a record of increasing their dividend.. I typically Invest in index funds: my 401k: FXAIX (s&p 500), FSMDX (mid cap), FSSNX (small cap), and FSGGX (global) .. all have low expense ratios! Low exp ratios are great!
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Which one is the best fund / ETF on this list? Part 1 DFA US Large Company $DFUSX Fidelity 500 Index $FXAIX Fidelity Mid Cap Index $FSMDX Fidelity Total Market Index $FSKAX Fidelity ZERO Large Cap Index $FNILX iShares Core S&P 500 ETF IVV iShares Core S&P Total U.S. Stock Market ETF %ITOT iShares S&P 500 Index %WFSPX Mutual of America Mid-Cap Equity Index $MAMEX Schwab US Mid-Cap Index $SWMCX Schwab Total Stock Market Index $SWTSX Schwab U.S. Broad Market ETF $SCHB Schwab U.S. Dividend Equity ETF $SCHD Schwab U.S. Large-Cap ETF $SCHX Schwab S&P 500 Index $SWPPX SPDR Portfolio S&P 1500 Composite Stock Market ETF $SPTM
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Replying to @Investmentkage
Definitely not scam, just a jab at jobs that give their employees subpar options. My mom works for the county in our state. I was helping her setup her 401k. I researched some of the fund and oh my goodness. The best I could was FXAIX/FSMDX/Class fund
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As the infamous year comes to an end, @RepCarolMiller's #tradedisclosure lists her investments in $TGT & $TXN as well as ETFs like $FSMDX and $EFA. Could her $100K purchase in Fidelity Mid Cap be a ray of hope for the #stockmarket? Explore further: capitoltrades.com/articles/c…

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Numerous congressional trades happened today. Carol Devine Miller purchased $100,000 in $FSMDX and $100,000 in $EFA House Rep. Suzan K. DelBene purchased $50,000 in Government Securities and Agency Debt ( 5.00 %) Langevin sold 250k in $META All trades: unusualwhales.com/politics
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3. Fidelity Mid Cap Index $FSMDX Expense Ratio: 0.025% Minimum to Invest: $0 This fund tracks the Russell Midcap Index which has companies like Synopsys, Autozone, OReilly Automotive, Phillips 66 and 830 other stocks A great way to get some mid-cap stocks in your portfolio
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