-
Fidelity Investments Platform Tutorial
Like, Comment, and Share my videos!
🔔 SUBSCRIBE HERE 🔔 http://bit.ly/BroeSubscribe
💯 LET’S CONNECT 💯
📷 Instagram @JakeBroe 👉 https://www.instagram.com/jakebroe/
🐦 Twitter @Broe_Jake 👉 https://twitter.com/broe_jake
Check out my entire playlist how to invest with Fidelity!
https://www.youtube.com/playlist?list=PLscTZuOqKWIxSG8kRA7uxvJZQkz0q9Hko
👇 👇 Watch My Other Videos Here 👇 👇
★ How to Open a Roth IRA / Brokerage Account - Fidelity Example
https://youtu.be/nO-OYVpy8xo
★ How to Buy Stocks with Fidelity - Full Example
https://youtu.be/wMxj6iB92ZA
★ Mutual Funds vs ETFs - Which is Better for You?
https://youtu.be/GJkoAz7BYmU
📈 Get a FREE Stock When You Join Robinhood: https://join.robinhood.com/jacobb4801
You can support my channel by shopping on Amazon!
Click the link below and then ...
published: 22 Oct 2020
-
Fidelity Index Funds For Beginners 2025 (FULL Tutorial)
If you are looking to invest in Fidelity Index Funds, here are some of the best options to consider. #fidelity #indexfunds
Get a FREE Stock worth up to $200 when you open a Robinhood account!
► Robinhood Free Stock (Up to $200!): https://ryanoscribner.com/robinhood
00:00:00 Best Fidelity Index Funds
00:00:20 Millionaire Index Fund Strategy
00:05:38 Fidelity Review
00:08:06 Fidelity ZERO Index Funds
00:09:36 Index Funds vs ETFs
00:12:19 FZROX - Total Market Index Fund
00:14:29 FZILX - International Index Fund
00:15:27 FXAIX - S&P 500 Index Fund
00:16:58 FSPGX - Large Cap Growth Index Fund
00:18:19 FXNAX - US Bond Index Fund
00:19:32 FITLX - US Sustainability Index Fund
00:20:44 FBTC - Fidelity Bitcoin ETF
Author of "From Side Hustle To Main Hustle To Millionaire" (Available at B&N, Amaz...
published: 01 Mar 2024
-
How To Use Fidelity | Step By Step Tutorial
Fidelity is a brokerage firm that provides investment tools and support to achieve financial goals, and in this video I cover everything you need to know on how to use the Fidelity Investments Platform. - Enjoy!
Fidelity Accounts To Sign Up (Not Affiliated, just love using Fidelity): https://www.fidelity.com/open-account/overview
Get $60+ Free Stock on Webull 👉 https://dannysully.link/Webull
Free Investing For Beginners Guide: https://dannysully.link/Investing101
Resources:
📖 Free Learning Guides: https://dannysully.link/FreeGuides
🗞️ My Newsletter: https://dannysully.link/Newsletter
🐦 Twitter - https://twitter.com/DannySully_
📝 LinkedIn - https://www.linkedin.com/in/danny-sully
🌐 My Website - https://www.dannysully.com/
📚 Recommended Books - https://dannysully.link/Books
📸 My Recordi...
published: 19 Nov 2023
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Living Off Your Investments | Fidelity Investments
Investing can have a huge impact on both your ability to save money and the way you spend it. This episode builds on episode 4 by exploring ways to live off your investments, with a focus on looking forward to retirement. We’ll discuss the ins and outs of generating income, and we’ll also explore some alternative ways to build revenue streams from real estate investments to other passive-income opportunities.
Questions? Drop them below 👇 and we’ll reply right in the comments.
• To see more videos, subscribe on YouTube: https://www.youtube.com/fidelity
• Follow Fidelity on Discord: https://discord.gg/FidelityInvestments
• Follow Fidelity on Facebook: https://www.facebook.com/fidelityinvestments/
• Follow Fidelity on Instagram: https://www.instagram.com/fidelity/
• Follow Fidelity on Linke...
published: 05 Oct 2023
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Schwab vs Fidelity vs Vanguard (DETAILED REVIEW)
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🐦 Twitter @Broe_Jake 👉 https://twitter.com/broe_jake
👇 👇 Watch My Other Videos Here 👇 👇
★ Click here for my entire playlist of videos on investing with Fidelity
https://www.youtube.com/playlist?list=PLscTZuOqKWIxSG8kRA7uxvJZQkz0q9Hko
★ Click here for my entire playlist of videos on investing with Vanguard
https://www.youtube.com/playlist?list=PLscTZuOqKWIwwWlFK2yQEpY1urmxPBkEM
★ Click here for my entire playlist of videos on investing with Charles Schwab
https://www.youtube.com/playlist?list=PLscTZuOqKWIy6s-3LSH2qNiNZW5tNIOMB
You can support my channel by shopping on Amazon!
Click the link below and then just buy anything yo...
published: 27 Dec 2020
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Fidelity vs Vanguard vs Schwab: My Take Having Used All 3 for 20+ Years
Today, we'll look at three of the largest investing platforms, Fidelity, Vanguard, and Schwab. I'll share 7 things based on using these platforms for 20+ years.
Tools mentioned in the video:
Empower: https://robberger.com/tools/empower/
Kubera: https://robberger.com/tools/kubera/
Stock Rover: https://robberger.com/tools/stock-rover/
Full View: https://www.fidelity.com/go/monitoring-your-financial-portfolio
*Join the Newsletter. It's Free:*
https://robberger.com/newsletter/?utm_source=Rob+Berger&utm_medium=ATF+Link&utm_campaign=Newsletter&utm_id=YouTube
*Financial tools I use:*
*I track all of my investments, performance, fees, and asset allocation with Empower. It's Free:*
https://go.robberger.com/personal-capital/yt-tools
*My retirement plan comes from New Retirement, the most robus...
published: 07 Apr 2024
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Fidelity Index Funds For Beginners (DETAILED TUTORIAL)
FIDELITY INDEX FUNDS FOR BEGINNERS // This video gets super-specific. What index funds are, how to buy Fidelity index funds, which Fidelity index funds to buy, and how much to buy of each Fidelity index fund!
***ATTENTION: I have a new Instagram and TikTok handle @itsrosehan ***
That's my official account, and I will NEVER message you about investment schemes, so please be careful and block & report any scammers posing as me.
__________
***FREE DOWNLOAD: INDEX FUNDS CHEATSHEET
http://rosehan.com/indexfundcheatsheet
__________
***BOOKS I RECOMMEND 📚***
I Will Teach You to Be Rich (hilarious how-to book on personal finance for millennials)
https://amzn.to/2VbJ1Pt
The Little Book of Common Sense Investing (Jack Bogle's classic advice on index funds)
https://amzn.to/32ewzjj
InvestED ...
published: 18 Sep 2019
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6 Best Fidelity Index Funds To Buy and Hold Forever (High Growth)
6 Best Fidelity Index Funds To Buy and Hold Forever (High Growth)
Warren Buffett once famously remarked: “Our favorite holding period is forever”.
True to his word, one of the oldest stocks in Buffett’s portfolio is Coca-Cola, which he first purchased in 1988 for $2.45 per share. and continues to hold today, which is now worth $58.08 per share. A 2270.61% gain on investment. In terms of Dollars, he had invested $1 billion which is now worth $22.7 Billion.
That took some years. But what if you could almost double your investment in just one year? It might sound too good to be true, but that's the beauty of Fidelity Index Funds, and some have consistently outperformed the S&P 500.
In this video, we'll explain what these index funds are, how they work, and why they matter.. We will show ...
published: 10 Oct 2023
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Decoding FNCMX: A Deep Dive into Fidelity NASDAQ Composite Index Fund
00:00:00 The Investment Landscape
00:00:46 Comparing the Titans
00:03:27 Deep Dive into FNCMX
00:05:42 Strategic Takeaways
Millionaire next Door
https://www.amazon.com/Millionaire-Next-Door-Surprising-Americas/dp/1630762504/ref=tmm_hrd_swatch_0?_encoding=UTF8&qid=&sr=&_encoding=UTF8&tag=360f18-20&linkCode=ur2&linkId=b529778d15d6e7ffaec29f6324523584&camp=1789&creative=9325
Make a six minute long video on FNCMX the Fidelity® NASDAQ Composite Index® Fund
### Performance Summary
#### FXAIX
Expense ratio 0.015%
- **Start Balance**: $10,000
- **End Balance**: $30,470
- **Annualized Return (CAGR)**: 12.56%
- **Standard Deviation**: 15.66%
- **Best Year**: 31.47%
- **Worst Year**: -18.13%
- **Maximum Drawdown**: -23.88%
- **Sharpe Ratio**: 0.74
- **Sortino Ratio**: 1.15
- **Benchm...
published: 02 Jun 2024
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Fidelity: The 8 Trillion Dollar Private Company | A Finance Documentary
𝗦𝘁𝗮𝗿𝘁 𝗹𝗲𝗮𝗿𝗻𝗶𝗻𝗴 𝗮𝘁 https://brilliant.org/finaius/
Fidelity is a giant wall street firm that is owned by just one secretive family - The Johnsons. Get ready to learn about the unbelievable history of this financial conglomerate.
For the tales too epic for YouTube, meet me over on Patreon - https://www.patreon.com/finaius
𝐓𝐡𝐫𝐞𝐞 𝐁𝐨𝐨𝐤𝐬 𝐌𝐞𝐧𝐭𝐢𝐨𝐧𝐞𝐝 𝐢𝐧 𝐭𝐡𝐞 𝐟𝐢𝐥𝐦 -
📘Reminiscences of a Stock Operator (https://amzn.to/3uzILdQ)
📘Fidelity's World (https://amzn.to/3PdBMPJ)
📘Beating the Street (https://amzn.to/3x8kUCv)
🎶𝐌𝐮𝐬𝐢𝐜 𝐟𝐫𝐨𝐦 𝐭𝐡𝐞 𝐯𝐢𝐝𝐞𝐨 - https://open.spotify.com/artist/5dzPVAUf41IpdTu7JKP79X?si=zKp3EE6nRDKDoDxHLjZy6g
𝐒𝐮𝐩𝐩𝐨𝐫𝐭 𝐦𝐞 𝐨𝐧 𝐏𝐚𝐭𝐫𝐞𝐨𝐧 𝐭𝐨 𝐫𝐞𝐥𝐞𝐚𝐬𝐞 𝐟𝐚𝐬𝐭𝐞𝐫 😇 - https://www.patreon.com/finaius
Instagram: falcon.xu
LinkedIn: linkedin.com/in/rocky-xu-0487498b/
published: 09 Jul 2022
19:57
Fidelity Investments Platform Tutorial
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💯 LET’S CONNECT 💯
📷 Instagram @JakeBroe 👉 https://www.instagram.com/jakebro...
Like, Comment, and Share my videos!
🔔 SUBSCRIBE HERE 🔔 http://bit.ly/BroeSubscribe
💯 LET’S CONNECT 💯
📷 Instagram @JakeBroe 👉 https://www.instagram.com/jakebroe/
🐦 Twitter @Broe_Jake 👉 https://twitter.com/broe_jake
Check out my entire playlist how to invest with Fidelity!
https://www.youtube.com/playlist?list=PLscTZuOqKWIxSG8kRA7uxvJZQkz0q9Hko
👇 👇 Watch My Other Videos Here 👇 👇
★ How to Open a Roth IRA / Brokerage Account - Fidelity Example
https://youtu.be/nO-OYVpy8xo
★ How to Buy Stocks with Fidelity - Full Example
https://youtu.be/wMxj6iB92ZA
★ Mutual Funds vs ETFs - Which is Better for You?
https://youtu.be/GJkoAz7BYmU
📈 Get a FREE Stock When You Join Robinhood: https://join.robinhood.com/jacobb4801
You can support my channel by shopping on Amazon!
Click the link below and then just buy anything you want!
► ► ► https://amzn.to/2UCE3uT
📷 📷 My YouTube Equipment 📷 📷
► My Camera 👉 https://amzn.to/2UZpFwA
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What is your background? 👉 https://amzn.to/2BCHRp1
================
📚 📚 Books That Changed My Life 📚 📚
📗 How to Win Friends & Influence People 👉 https://amzn.to/2F3ahGC
📕 Dumbing Us Down 👉 https://amzn.to/2spodrZ
📘 Quiet - The Power of Introverts 👉 https://amzn.to/36b2ti3
📙 The Red Queen 👉 https://amzn.to/2QzNW8W
📔 Rich Dad Poor Dad 👉 https://amzn.to/3bliFyP
📒 Why Nations Fail 👉 https://amzn.to/3fWZ3Em
================
https://www.fidelity.com/
https://guest.fidelity.com/GA/profile
https://www.fidelity.com/branches/overview
Fidelity Rewards Visa Signature Card
https://www.fidelity.com/cash-management/visa-signature-card
https://www.fidelity.com/mutual-funds/overview
https://www.fidelity.com/etfs/overview
================
#Fidelity #FidelityTrading #FidelityStocks
================
DISCLAIMER:
This video is for entertainment purposes only. I am not in any way acting as an agent or representative of the Department of Defense or United States Federal Government when presenting this information. I am not a legal or financial expert or have any authority to give legal or financial advice. While all the information in this video is believed to be accurate at the time of its recording, realize this channel and its author makes no express warranty as to the completeness or accuracy, nor can it accept responsibility for errors appearing in this video.
ADVERTISER DISCLOSURE:
Jake is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to www.amazon.com. Additionally, other referral links are included and this channel does receive compensation for sending traffic to partner sites. Shopping through our links is an easy way to support the channel and we appreciate and are super grateful for your support!
https://wn.com/Fidelity_Investments_Platform_Tutorial
Like, Comment, and Share my videos!
🔔 SUBSCRIBE HERE 🔔 http://bit.ly/BroeSubscribe
💯 LET’S CONNECT 💯
📷 Instagram @JakeBroe 👉 https://www.instagram.com/jakebroe/
🐦 Twitter @Broe_Jake 👉 https://twitter.com/broe_jake
Check out my entire playlist how to invest with Fidelity!
https://www.youtube.com/playlist?list=PLscTZuOqKWIxSG8kRA7uxvJZQkz0q9Hko
👇 👇 Watch My Other Videos Here 👇 👇
★ How to Open a Roth IRA / Brokerage Account - Fidelity Example
https://youtu.be/nO-OYVpy8xo
★ How to Buy Stocks with Fidelity - Full Example
https://youtu.be/wMxj6iB92ZA
★ Mutual Funds vs ETFs - Which is Better for You?
https://youtu.be/GJkoAz7BYmU
📈 Get a FREE Stock When You Join Robinhood: https://join.robinhood.com/jacobb4801
You can support my channel by shopping on Amazon!
Click the link below and then just buy anything you want!
► ► ► https://amzn.to/2UCE3uT
📷 📷 My YouTube Equipment 📷 📷
► My Camera 👉 https://amzn.to/2UZpFwA
► My Wide-Angle Lens 👉 https://amzn.to/2Qwf3Sq
► My Wireless Microphone 👉 https://amzn.to/2QBV9W0
► My Shotgun Microphone 👉 https://amzn.to/36bdLTv
► My Lighting 👉 https://amzn.to/2F5Ey7V
► My Light Diffusers 👉 https://amzn.to/2tjF8fG
► My GorillaPod 👉 https://amzn.to/2Q94aqI
► My Tripod 👉 https://amzn.to/37kBnVQ
► My SD Card 👉 https://amzn.to/36dP3Sy
What flag is that? 👉 https://amzn.to/357sptp
What is your background? 👉 https://amzn.to/2BCHRp1
================
📚 📚 Books That Changed My Life 📚 📚
📗 How to Win Friends & Influence People 👉 https://amzn.to/2F3ahGC
📕 Dumbing Us Down 👉 https://amzn.to/2spodrZ
📘 Quiet - The Power of Introverts 👉 https://amzn.to/36b2ti3
📙 The Red Queen 👉 https://amzn.to/2QzNW8W
📔 Rich Dad Poor Dad 👉 https://amzn.to/3bliFyP
📒 Why Nations Fail 👉 https://amzn.to/3fWZ3Em
================
https://www.fidelity.com/
https://guest.fidelity.com/GA/profile
https://www.fidelity.com/branches/overview
Fidelity Rewards Visa Signature Card
https://www.fidelity.com/cash-management/visa-signature-card
https://www.fidelity.com/mutual-funds/overview
https://www.fidelity.com/etfs/overview
================
#Fidelity #FidelityTrading #FidelityStocks
================
DISCLAIMER:
This video is for entertainment purposes only. I am not in any way acting as an agent or representative of the Department of Defense or United States Federal Government when presenting this information. I am not a legal or financial expert or have any authority to give legal or financial advice. While all the information in this video is believed to be accurate at the time of its recording, realize this channel and its author makes no express warranty as to the completeness or accuracy, nor can it accept responsibility for errors appearing in this video.
ADVERTISER DISCLOSURE:
Jake is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to www.amazon.com. Additionally, other referral links are included and this channel does receive compensation for sending traffic to partner sites. Shopping through our links is an easy way to support the channel and we appreciate and are super grateful for your support!
- published: 22 Oct 2020
- views: 325792
23:12
Fidelity Index Funds For Beginners 2025 (FULL Tutorial)
If you are looking to invest in Fidelity Index Funds, here are some of the best options to consider. #fidelity #indexfunds
Get a FREE Stock worth up to $200 wh...
If you are looking to invest in Fidelity Index Funds, here are some of the best options to consider. #fidelity #indexfunds
Get a FREE Stock worth up to $200 when you open a Robinhood account!
► Robinhood Free Stock (Up to $200!): https://ryanoscribner.com/robinhood
00:00:00 Best Fidelity Index Funds
00:00:20 Millionaire Index Fund Strategy
00:05:38 Fidelity Review
00:08:06 Fidelity ZERO Index Funds
00:09:36 Index Funds vs ETFs
00:12:19 FZROX - Total Market Index Fund
00:14:29 FZILX - International Index Fund
00:15:27 FXAIX - S&P 500 Index Fund
00:16:58 FSPGX - Large Cap Growth Index Fund
00:18:19 FXNAX - US Bond Index Fund
00:19:32 FITLX - US Sustainability Index Fund
00:20:44 FBTC - Fidelity Bitcoin ETF
Author of "From Side Hustle To Main Hustle To Millionaire" (Available at B&N, Amazon, Library)
My Book: https://sidehustlebook.info
DISCLAIMER: Ryan Scribner, including but not limited to any guests appearing in his videos, are not financial/investment advisors, brokers, or dealers. They are solely sharing their personal experience and opinions; therefore, all strategies, tips, suggestions, and recommendations shared are solely for entertainment purposes. There are financial risks associated with investing, and Ryan Scribner’s results are not typical; therefore, do not act or refrain from acting based on any information conveyed in this video, webpage, and/or external hyperlinks. For investment advice please seek the counsel of a financial/investment advisor(s); and conduct your own due diligence.
Grab your .Online Domain for just $0.99 using the code "RYAN" on checkout at https://get.online/ryanscribner
(.Online is the Official Domain Sponsor of the Ryan Scribner YouTube Channel)
https://wn.com/Fidelity_Index_Funds_For_Beginners_2025_(Full_Tutorial)
If you are looking to invest in Fidelity Index Funds, here are some of the best options to consider. #fidelity #indexfunds
Get a FREE Stock worth up to $200 when you open a Robinhood account!
► Robinhood Free Stock (Up to $200!): https://ryanoscribner.com/robinhood
00:00:00 Best Fidelity Index Funds
00:00:20 Millionaire Index Fund Strategy
00:05:38 Fidelity Review
00:08:06 Fidelity ZERO Index Funds
00:09:36 Index Funds vs ETFs
00:12:19 FZROX - Total Market Index Fund
00:14:29 FZILX - International Index Fund
00:15:27 FXAIX - S&P 500 Index Fund
00:16:58 FSPGX - Large Cap Growth Index Fund
00:18:19 FXNAX - US Bond Index Fund
00:19:32 FITLX - US Sustainability Index Fund
00:20:44 FBTC - Fidelity Bitcoin ETF
Author of "From Side Hustle To Main Hustle To Millionaire" (Available at B&N, Amazon, Library)
My Book: https://sidehustlebook.info
DISCLAIMER: Ryan Scribner, including but not limited to any guests appearing in his videos, are not financial/investment advisors, brokers, or dealers. They are solely sharing their personal experience and opinions; therefore, all strategies, tips, suggestions, and recommendations shared are solely for entertainment purposes. There are financial risks associated with investing, and Ryan Scribner’s results are not typical; therefore, do not act or refrain from acting based on any information conveyed in this video, webpage, and/or external hyperlinks. For investment advice please seek the counsel of a financial/investment advisor(s); and conduct your own due diligence.
Grab your .Online Domain for just $0.99 using the code "RYAN" on checkout at https://get.online/ryanscribner
(.Online is the Official Domain Sponsor of the Ryan Scribner YouTube Channel)
- published: 01 Mar 2024
- views: 112203
15:46
How To Use Fidelity | Step By Step Tutorial
Fidelity is a brokerage firm that provides investment tools and support to achieve financial goals, and in this video I cover everything you need to know on ho...
Fidelity is a brokerage firm that provides investment tools and support to achieve financial goals, and in this video I cover everything you need to know on how to use the Fidelity Investments Platform. - Enjoy!
Fidelity Accounts To Sign Up (Not Affiliated, just love using Fidelity): https://www.fidelity.com/open-account/overview
Get $60+ Free Stock on Webull 👉 https://dannysully.link/Webull
Free Investing For Beginners Guide: https://dannysully.link/Investing101
Resources:
📖 Free Learning Guides: https://dannysully.link/FreeGuides
🗞️ My Newsletter: https://dannysully.link/Newsletter
🐦 Twitter - https://twitter.com/DannySully_
📝 LinkedIn - https://www.linkedin.com/in/danny-sully
🌐 My Website - https://www.dannysully.com/
📚 Recommended Books - https://dannysully.link/Books
📸 My Recording Equipment - https://dannysully.link/YouTubeSetup
🎥 Relevant YouTube Videos 🎥
https://www.youtube.com/playlist?list=PLL80XtVsEZjN7ichqUUvP54qpYQ4lVS46
https://youtu.be/TSOwPNnuJng
https://youtu.be/L9eyh65_0YE
https://youtu.be/HtTwal5Yzoo
https://youtu.be/c6PYuGZ8-dc
https://youtu.be/jQkFOJ5jvaw
https://youtu.be/_Oz_l3GQxhU
https://youtu.be/i56TU3Dmnv8
⏰ Timestamps ⏰
00:00 Intro
00:19 Account Setup
04:20 Research Tools
06:35 Fidelity Funds
08:57 Portfolio Building
11:03 How To Invest
12:26 Portfolio Managing
15:01 Final Thoughts
What are some of the most popular types of accounts to use on Fidelity?
1. Retirement Accounts - Such as Roth and Traditional IRA's
2. Brokerage Account - Regular investing account
3. Crypto Trading - A newer feature to Fidelity
4. Saving - Fidelity Cash Management Account
5. Business - SEP IRA and Small Business HSA
6. Child - 529 and Youth Account
What are different ways to manage your account?
1. Fidelity Go
2. Fidelity Managed FidFolios
3. Phone-Based Advisors: $50k min
4. Dedicated Advisor: $500k min
5. Wealth Management Team: $10m+ total investable assets
6. Self-Managed
My Favorite Fidelity Funds:
1. Fidelity 500 Index Fund: FXAIX
2. Fidelity Large Cap Growth Index Fund: FSPGX
3. Fidelity Total International Index Fund - FTIHX
4. Fidelity Mid Cap Index fund - FSMDX
5. Fidelity Small Cap Index Fund - FSSNX
6. Fidelity US Sustainability Index Fund - FITLX
7. Fidelity U.S. Bond Index Fund - FXNAX
🔔 Don't forget to subscribe with notifications on and hit that like button!
Some of the links in this description are affiliate links that I get a commission from. Any commission helps support my channel and I would greatly appreciate it!
Disclaimer: This content is for entertainment purposes only. The information provided in this video does not, and is not intended to, constitute legal, tax or financial advice; instead, all information, content, and materials available on this video and on this channel are for general informational purposes only. The presenter is not an attorney, accountant or financial advisor. Viewers of this video should contact their attorney, accountant or financial advisor to obtain advice with respect to any particular legal, tax or financial matter.
https://wn.com/How_To_Use_Fidelity_|_Step_By_Step_Tutorial
Fidelity is a brokerage firm that provides investment tools and support to achieve financial goals, and in this video I cover everything you need to know on how to use the Fidelity Investments Platform. - Enjoy!
Fidelity Accounts To Sign Up (Not Affiliated, just love using Fidelity): https://www.fidelity.com/open-account/overview
Get $60+ Free Stock on Webull 👉 https://dannysully.link/Webull
Free Investing For Beginners Guide: https://dannysully.link/Investing101
Resources:
📖 Free Learning Guides: https://dannysully.link/FreeGuides
🗞️ My Newsletter: https://dannysully.link/Newsletter
🐦 Twitter - https://twitter.com/DannySully_
📝 LinkedIn - https://www.linkedin.com/in/danny-sully
🌐 My Website - https://www.dannysully.com/
📚 Recommended Books - https://dannysully.link/Books
📸 My Recording Equipment - https://dannysully.link/YouTubeSetup
🎥 Relevant YouTube Videos 🎥
https://www.youtube.com/playlist?list=PLL80XtVsEZjN7ichqUUvP54qpYQ4lVS46
https://youtu.be/TSOwPNnuJng
https://youtu.be/L9eyh65_0YE
https://youtu.be/HtTwal5Yzoo
https://youtu.be/c6PYuGZ8-dc
https://youtu.be/jQkFOJ5jvaw
https://youtu.be/_Oz_l3GQxhU
https://youtu.be/i56TU3Dmnv8
⏰ Timestamps ⏰
00:00 Intro
00:19 Account Setup
04:20 Research Tools
06:35 Fidelity Funds
08:57 Portfolio Building
11:03 How To Invest
12:26 Portfolio Managing
15:01 Final Thoughts
What are some of the most popular types of accounts to use on Fidelity?
1. Retirement Accounts - Such as Roth and Traditional IRA's
2. Brokerage Account - Regular investing account
3. Crypto Trading - A newer feature to Fidelity
4. Saving - Fidelity Cash Management Account
5. Business - SEP IRA and Small Business HSA
6. Child - 529 and Youth Account
What are different ways to manage your account?
1. Fidelity Go
2. Fidelity Managed FidFolios
3. Phone-Based Advisors: $50k min
4. Dedicated Advisor: $500k min
5. Wealth Management Team: $10m+ total investable assets
6. Self-Managed
My Favorite Fidelity Funds:
1. Fidelity 500 Index Fund: FXAIX
2. Fidelity Large Cap Growth Index Fund: FSPGX
3. Fidelity Total International Index Fund - FTIHX
4. Fidelity Mid Cap Index fund - FSMDX
5. Fidelity Small Cap Index Fund - FSSNX
6. Fidelity US Sustainability Index Fund - FITLX
7. Fidelity U.S. Bond Index Fund - FXNAX
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Some of the links in this description are affiliate links that I get a commission from. Any commission helps support my channel and I would greatly appreciate it!
Disclaimer: This content is for entertainment purposes only. The information provided in this video does not, and is not intended to, constitute legal, tax or financial advice; instead, all information, content, and materials available on this video and on this channel are for general informational purposes only. The presenter is not an attorney, accountant or financial advisor. Viewers of this video should contact their attorney, accountant or financial advisor to obtain advice with respect to any particular legal, tax or financial matter.
- published: 19 Nov 2023
- views: 94374
34:55
Living Off Your Investments | Fidelity Investments
Investing can have a huge impact on both your ability to save money and the way you spend it. This episode builds on episode 4 by exploring ways to live off you...
Investing can have a huge impact on both your ability to save money and the way you spend it. This episode builds on episode 4 by exploring ways to live off your investments, with a focus on looking forward to retirement. We’ll discuss the ins and outs of generating income, and we’ll also explore some alternative ways to build revenue streams from real estate investments to other passive-income opportunities.
Questions? Drop them below 👇 and we’ll reply right in the comments.
• To see more videos, subscribe on YouTube: https://www.youtube.com/fidelity
• Follow Fidelity on Discord: https://discord.gg/FidelityInvestments
• Follow Fidelity on Facebook: https://www.facebook.com/fidelityinvestments/
• Follow Fidelity on Instagram: https://www.instagram.com/fidelity/
• Follow Fidelity on LinkedIn: https://www.linkedin.com/company/fidelity-investments/
• Follow Fidelity on Pinterest: https://www.pinterest.com/fidelityinvestments/
• Follow Fidelity on Reddit: https://www.reddit.com/r/fidelityinvestments/
• Follow Fidelity on TikTok: https://www.tiktok.com/@fidelity
• Follow Fidelity on X (Twitter): https://www.twitter.com/Fidelity
Options trading entails significant risk and is not appropriate for all investors. Certain complex options strategies carry additional risk. Before trading options, please read Characteristics and Risks of Standardized Options. Supporting documentation for any claims, if applicable, will be furnished upon request.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
1107700.1.0
https://wn.com/Living_Off_Your_Investments_|_Fidelity_Investments
Investing can have a huge impact on both your ability to save money and the way you spend it. This episode builds on episode 4 by exploring ways to live off your investments, with a focus on looking forward to retirement. We’ll discuss the ins and outs of generating income, and we’ll also explore some alternative ways to build revenue streams from real estate investments to other passive-income opportunities.
Questions? Drop them below 👇 and we’ll reply right in the comments.
• To see more videos, subscribe on YouTube: https://www.youtube.com/fidelity
• Follow Fidelity on Discord: https://discord.gg/FidelityInvestments
• Follow Fidelity on Facebook: https://www.facebook.com/fidelityinvestments/
• Follow Fidelity on Instagram: https://www.instagram.com/fidelity/
• Follow Fidelity on LinkedIn: https://www.linkedin.com/company/fidelity-investments/
• Follow Fidelity on Pinterest: https://www.pinterest.com/fidelityinvestments/
• Follow Fidelity on Reddit: https://www.reddit.com/r/fidelityinvestments/
• Follow Fidelity on TikTok: https://www.tiktok.com/@fidelity
• Follow Fidelity on X (Twitter): https://www.twitter.com/Fidelity
Options trading entails significant risk and is not appropriate for all investors. Certain complex options strategies carry additional risk. Before trading options, please read Characteristics and Risks of Standardized Options. Supporting documentation for any claims, if applicable, will be furnished upon request.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
1107700.1.0
- published: 05 Oct 2023
- views: 15722
15:42
Schwab vs Fidelity vs Vanguard (DETAILED REVIEW)
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================
#VanguardInvesting #FidelityInvesting #SchwabInvesting
================
DISCLAIMER:
This video is for entertainment purposes only. I am not in any way acting as an agent or representative of the Department of Defense or United States Federal Government when presenting this information. I am not a legal or financial expert or have any authority to give legal or financial advice. While all the information in this video is believed to be accurate at the time of its recording, realize this channel and its author makes no express warranty as to the completeness or accuracy, nor can it accept responsibility for errors appearing in this video.
ADVERTISER DISCLOSURE:
Jake is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to www.amazon.com. Additionally, other referral links are included and this channel does receive compensation for sending traffic to partner sites. Shopping through our links is an easy way to support the channel and we appreciate and are super grateful for your support!
https://wn.com/Schwab_Vs_Fidelity_Vs_Vanguard_(Detailed_Review)
Like, Comment, and Share my videos!
🔔 SUBSCRIBE HERE 🔔 http://bit.ly/BroeSubscribe
💯 LET’S CONNECT 💯
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👇 👇 Watch My Other Videos Here 👇 👇
★ Click here for my entire playlist of videos on investing with Fidelity
https://www.youtube.com/playlist?list=PLscTZuOqKWIxSG8kRA7uxvJZQkz0q9Hko
★ Click here for my entire playlist of videos on investing with Vanguard
https://www.youtube.com/playlist?list=PLscTZuOqKWIwwWlFK2yQEpY1urmxPBkEM
★ Click here for my entire playlist of videos on investing with Charles Schwab
https://www.youtube.com/playlist?list=PLscTZuOqKWIy6s-3LSH2qNiNZW5tNIOMB
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================
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📗 How to Win Friends & Influence People 👉 https://amzn.to/2F3ahGC
📕 Dumbing Us Down 👉 https://amzn.to/2spodrZ
📘 Quiet - The Power of Introverts 👉 https://amzn.to/36b2ti3
📙 The Red Queen 👉 https://amzn.to/2QzNW8W
📔 Rich Dad Poor Dad 👉 https://amzn.to/3bliFyP
📒 Why Nations Fail 👉 https://amzn.to/3fWZ3Em
================
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https://www.schwab.com/public/schwab/client_home
https://investor.vanguard.com/home
================
#VanguardInvesting #FidelityInvesting #SchwabInvesting
================
DISCLAIMER:
This video is for entertainment purposes only. I am not in any way acting as an agent or representative of the Department of Defense or United States Federal Government when presenting this information. I am not a legal or financial expert or have any authority to give legal or financial advice. While all the information in this video is believed to be accurate at the time of its recording, realize this channel and its author makes no express warranty as to the completeness or accuracy, nor can it accept responsibility for errors appearing in this video.
ADVERTISER DISCLOSURE:
Jake is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to www.amazon.com. Additionally, other referral links are included and this channel does receive compensation for sending traffic to partner sites. Shopping through our links is an easy way to support the channel and we appreciate and are super grateful for your support!
- published: 27 Dec 2020
- views: 626799
14:06
Fidelity vs Vanguard vs Schwab: My Take Having Used All 3 for 20+ Years
Today, we'll look at three of the largest investing platforms, Fidelity, Vanguard, and Schwab. I'll share 7 things based on using these platforms for 20+ years....
Today, we'll look at three of the largest investing platforms, Fidelity, Vanguard, and Schwab. I'll share 7 things based on using these platforms for 20+ years.
Tools mentioned in the video:
Empower: https://robberger.com/tools/empower/
Kubera: https://robberger.com/tools/kubera/
Stock Rover: https://robberger.com/tools/stock-rover/
Full View: https://www.fidelity.com/go/monitoring-your-financial-portfolio
*Join the Newsletter. It's Free:*
https://robberger.com/newsletter/?utm_source=Rob+Berger&utm_medium=ATF+Link&utm_campaign=Newsletter&utm_id=YouTube
*Financial tools I use:*
*I track all of my investments, performance, fees, and asset allocation with Empower. It's Free:*
https://go.robberger.com/personal-capital/yt-tools
*My retirement plan comes from New Retirement, the most robust retirement planner available at a reasonable cost:*
https://go.robberger.com/new-retirement/yt-tools
*I used Capitalize for my last 401(k) rollover. They did all of the work, and it's Free:*
https://go.robberger.com/capitalize/yt-tools
*My budgeting tool of choice is Tiller. It downloads all your banking data to Excel or Google Sheets:*
https://go.robberger.com/tiller/yt-tools
*We save and invest our credit card rewards. Here are some of my favorite credit cards:*
https://www.allcards.com/best-credit-card-offers/?utm_source=YouTube&utm_medium=Video+Links&utm_campaign=tools
*My Book (Retire Before Mom and Dad):*
https://amzn.to/2MsRJ9B
#fidelity #vanguard #shcwab #robberger
ABOUT ME
While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today I'm the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money.
I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE)
LET'S CONNECT
Youtube: https://www.youtube.com/channel/UC9C17-OMxa-7oRSaCtztObw?sub_confirmation=1
Facebook: https://www.facebook.com/financialfreedomguy/
Twitter: https://twitter.com/Robert_A_Berger
DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.
https://wn.com/Fidelity_Vs_Vanguard_Vs_Schwab_My_Take_Having_Used_All_3_For_20_Years
Today, we'll look at three of the largest investing platforms, Fidelity, Vanguard, and Schwab. I'll share 7 things based on using these platforms for 20+ years.
Tools mentioned in the video:
Empower: https://robberger.com/tools/empower/
Kubera: https://robberger.com/tools/kubera/
Stock Rover: https://robberger.com/tools/stock-rover/
Full View: https://www.fidelity.com/go/monitoring-your-financial-portfolio
*Join the Newsletter. It's Free:*
https://robberger.com/newsletter/?utm_source=Rob+Berger&utm_medium=ATF+Link&utm_campaign=Newsletter&utm_id=YouTube
*Financial tools I use:*
*I track all of my investments, performance, fees, and asset allocation with Empower. It's Free:*
https://go.robberger.com/personal-capital/yt-tools
*My retirement plan comes from New Retirement, the most robust retirement planner available at a reasonable cost:*
https://go.robberger.com/new-retirement/yt-tools
*I used Capitalize for my last 401(k) rollover. They did all of the work, and it's Free:*
https://go.robberger.com/capitalize/yt-tools
*My budgeting tool of choice is Tiller. It downloads all your banking data to Excel or Google Sheets:*
https://go.robberger.com/tiller/yt-tools
*We save and invest our credit card rewards. Here are some of my favorite credit cards:*
https://www.allcards.com/best-credit-card-offers/?utm_source=YouTube&utm_medium=Video+Links&utm_campaign=tools
*My Book (Retire Before Mom and Dad):*
https://amzn.to/2MsRJ9B
#fidelity #vanguard #shcwab #robberger
ABOUT ME
While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today I'm the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money.
I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE)
LET'S CONNECT
Youtube: https://www.youtube.com/channel/UC9C17-OMxa-7oRSaCtztObw?sub_confirmation=1
Facebook: https://www.facebook.com/financialfreedomguy/
Twitter: https://twitter.com/Robert_A_Berger
DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.
- published: 07 Apr 2024
- views: 413281
11:34
Fidelity Index Funds For Beginners (DETAILED TUTORIAL)
FIDELITY INDEX FUNDS FOR BEGINNERS // This video gets super-specific. What index funds are, how to buy Fidelity index funds, which Fidelity index funds to buy, ...
FIDELITY INDEX FUNDS FOR BEGINNERS // This video gets super-specific. What index funds are, how to buy Fidelity index funds, which Fidelity index funds to buy, and how much to buy of each Fidelity index fund!
***ATTENTION: I have a new Instagram and TikTok handle @itsrosehan ***
That's my official account, and I will NEVER message you about investment schemes, so please be careful and block & report any scammers posing as me.
__________
***FREE DOWNLOAD: INDEX FUNDS CHEATSHEET
http://rosehan.com/indexfundcheatsheet
__________
***BOOKS I RECOMMEND 📚***
I Will Teach You to Be Rich (hilarious how-to book on personal finance for millennials)
https://amzn.to/2VbJ1Pt
The Little Book of Common Sense Investing (Jack Bogle's classic advice on index funds)
https://amzn.to/32ewzjj
InvestED (step-by-step, millennial-friendly advice on how to pick stocks like Warren Buffett)
https://amzn.to/2SLTYpn
Unshakeable (this book = courage. blast ALL the fears & misconceptions you have about investing)
https://amzn.to/2SKyklt
Rich Dad Poor Dad (#1 selling personal finance book of all time... need I say more?)
https://amzn.to/2SJ6vtx
Think and Grow Rich (the ultimate book on money mindset and wealth consciousness)
https://amzn.to/37N2adc
________
***MY FAVORITE MONEY TOOLS 🖤***
YNAB (I literally can't live without this budgeting app, so obsessed)
https://www.youneedabudget.com/?ref=YkZbz4082iUstrX7&utm_source=customer_referral
Wise (like Venmo but for international currencies - I use this app a LOT for my life in Mexico)
https://wise.prf.hn/l/413jE0q
Ledger Nano S (crypto storage hardware wallet, because "Not Your Keys, Not Your Crypto"!):
https://amzn.to/3Ne37jy
__________
DISCLAIMERS & DISCLOSURES ❤
This content is for education and entertainment purposes only. Rose does not provide tax or investment advice. The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal.
This description contains affiliate links that allow you to find the items mentioned in this video and support the channel at no cost to you. Investing With Rose is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to www.amazon.com. Thank you for your support!
__________
SAY HI ON SOCIAL! 👋🏼
Website: https://www.rosehan.com
Instagram: http://instagram.com/itsrosehan
TikTok: https://www.tiktok.com/@itsrosehan
Pinterest: https://pinterest.com/itsrosehan
https://youtu.be/8I7hEKKw7qM
https://wn.com/Fidelity_Index_Funds_For_Beginners_(Detailed_Tutorial)
FIDELITY INDEX FUNDS FOR BEGINNERS // This video gets super-specific. What index funds are, how to buy Fidelity index funds, which Fidelity index funds to buy, and how much to buy of each Fidelity index fund!
***ATTENTION: I have a new Instagram and TikTok handle @itsrosehan ***
That's my official account, and I will NEVER message you about investment schemes, so please be careful and block & report any scammers posing as me.
__________
***FREE DOWNLOAD: INDEX FUNDS CHEATSHEET
http://rosehan.com/indexfundcheatsheet
__________
***BOOKS I RECOMMEND 📚***
I Will Teach You to Be Rich (hilarious how-to book on personal finance for millennials)
https://amzn.to/2VbJ1Pt
The Little Book of Common Sense Investing (Jack Bogle's classic advice on index funds)
https://amzn.to/32ewzjj
InvestED (step-by-step, millennial-friendly advice on how to pick stocks like Warren Buffett)
https://amzn.to/2SLTYpn
Unshakeable (this book = courage. blast ALL the fears & misconceptions you have about investing)
https://amzn.to/2SKyklt
Rich Dad Poor Dad (#1 selling personal finance book of all time... need I say more?)
https://amzn.to/2SJ6vtx
Think and Grow Rich (the ultimate book on money mindset and wealth consciousness)
https://amzn.to/37N2adc
________
***MY FAVORITE MONEY TOOLS 🖤***
YNAB (I literally can't live without this budgeting app, so obsessed)
https://www.youneedabudget.com/?ref=YkZbz4082iUstrX7&utm_source=customer_referral
Wise (like Venmo but for international currencies - I use this app a LOT for my life in Mexico)
https://wise.prf.hn/l/413jE0q
Ledger Nano S (crypto storage hardware wallet, because "Not Your Keys, Not Your Crypto"!):
https://amzn.to/3Ne37jy
__________
DISCLAIMERS & DISCLOSURES ❤
This content is for education and entertainment purposes only. Rose does not provide tax or investment advice. The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal.
This description contains affiliate links that allow you to find the items mentioned in this video and support the channel at no cost to you. Investing With Rose is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to www.amazon.com. Thank you for your support!
__________
SAY HI ON SOCIAL! 👋🏼
Website: https://www.rosehan.com
Instagram: http://instagram.com/itsrosehan
TikTok: https://www.tiktok.com/@itsrosehan
Pinterest: https://pinterest.com/itsrosehan
https://youtu.be/8I7hEKKw7qM
- published: 18 Sep 2019
- views: 999655
13:39
6 Best Fidelity Index Funds To Buy and Hold Forever (High Growth)
6 Best Fidelity Index Funds To Buy and Hold Forever (High Growth)
Warren Buffett once famously remarked: “Our favorite holding period is forever”.
True to his...
6 Best Fidelity Index Funds To Buy and Hold Forever (High Growth)
Warren Buffett once famously remarked: “Our favorite holding period is forever”.
True to his word, one of the oldest stocks in Buffett’s portfolio is Coca-Cola, which he first purchased in 1988 for $2.45 per share. and continues to hold today, which is now worth $58.08 per share. A 2270.61% gain on investment. In terms of Dollars, he had invested $1 billion which is now worth $22.7 Billion.
That took some years. But what if you could almost double your investment in just one year? It might sound too good to be true, but that's the beauty of Fidelity Index Funds, and some have consistently outperformed the S&P 500.
In this video, we'll explain what these index funds are, how they work, and why they matter.. We will show you the top 6 fidelity index funds, and in the end, we will show you a fund that can almost double your investment in one year.
If you liked this video and would like to see more videos like this, we would be happy to welcome you as a subscriber. Thank you very much
👇 subscribe here 👇
👉 https://www.youtube.com/channel/UCutyWKycadno0ffWyF3dZew?&sub_confirmation=1 👈
👉 https://www.youtube.com/channel/UCutyWKycadno0ffWyF3dZew?&sub_confirmation=1 👈
Thank you for watching this video: 6 Best Fidelity Index Funds To Buy and Hold Forever (High Growth)
#fidelity #investing #indexfunds
In this channel, John explores a wide variety of money topics. Join the journey and experience the different money and investment aspects. Let's go 🏁💯
https://wn.com/6_Best_Fidelity_Index_Funds_To_Buy_And_Hold_Forever_(High_Growth)
6 Best Fidelity Index Funds To Buy and Hold Forever (High Growth)
Warren Buffett once famously remarked: “Our favorite holding period is forever”.
True to his word, one of the oldest stocks in Buffett’s portfolio is Coca-Cola, which he first purchased in 1988 for $2.45 per share. and continues to hold today, which is now worth $58.08 per share. A 2270.61% gain on investment. In terms of Dollars, he had invested $1 billion which is now worth $22.7 Billion.
That took some years. But what if you could almost double your investment in just one year? It might sound too good to be true, but that's the beauty of Fidelity Index Funds, and some have consistently outperformed the S&P 500.
In this video, we'll explain what these index funds are, how they work, and why they matter.. We will show you the top 6 fidelity index funds, and in the end, we will show you a fund that can almost double your investment in one year.
If you liked this video and would like to see more videos like this, we would be happy to welcome you as a subscriber. Thank you very much
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Thank you for watching this video: 6 Best Fidelity Index Funds To Buy and Hold Forever (High Growth)
#fidelity #investing #indexfunds
In this channel, John explores a wide variety of money topics. Join the journey and experience the different money and investment aspects. Let's go 🏁💯
- published: 10 Oct 2023
- views: 184722
7:17
Decoding FNCMX: A Deep Dive into Fidelity NASDAQ Composite Index Fund
00:00:00 The Investment Landscape
00:00:46 Comparing the Titans
00:03:27 Deep Dive into FNCMX
00:05:42 Strategic Takeaways
Millionaire next Door
https://www....
00:00:00 The Investment Landscape
00:00:46 Comparing the Titans
00:03:27 Deep Dive into FNCMX
00:05:42 Strategic Takeaways
Millionaire next Door
https://www.amazon.com/Millionaire-Next-Door-Surprising-Americas/dp/1630762504/ref=tmm_hrd_swatch_0?_encoding=UTF8&qid=&sr=&_encoding=UTF8&tag=360f18-20&linkCode=ur2&linkId=b529778d15d6e7ffaec29f6324523584&camp=1789&creative=9325
Make a six minute long video on FNCMX the Fidelity® NASDAQ Composite Index® Fund
### Performance Summary
#### FXAIX
Expense ratio 0.015%
- **Start Balance**: $10,000
- **End Balance**: $30,470
- **Annualized Return (CAGR)**: 12.56%
- **Standard Deviation**: 15.66%
- **Best Year**: 31.47%
- **Worst Year**: -18.13%
- **Maximum Drawdown**: -23.88%
- **Sharpe Ratio**: 0.74
- **Sortino Ratio**: 1.15
- **Benchmark Correlation**: 0.95
#### QQQ
Net expense ratio 0.2%
- **Start Balance**: $10,000
- **End Balance**: $46,960
- **Annualized Return (CAGR)**: 17.85%
- **Standard Deviation**: 18.95%
- **Best Year**: 54.85%
- **Worst Year**: -32.58%
- **Maximum Drawdown**: -32.58%
- **Sharpe Ratio**: 0.89
- **Sortino Ratio**: 1.47
- **Benchmark Correlation**: 0.99
#### FSELX
net Expense ratio 0.64%
- **Start Balance**: $10,000
- **End Balance**: $96,291
- **Annualized Return (CAGR)**: 27.19%
- **Standard Deviation**: 28.34%
- **Best Year**: 78.14%
- **Worst Year**: -35.18%
- **Maximum Drawdown**: -40.74%
- **Sharpe Ratio**: 0.94
- **Sortino Ratio**: 1.58
- **Benchmark Correlation**: 0.86
#### Fidelity Nasdaq Composite Index
net Expense ratio: .29%
- **Start Balance**: $10,000
- **End Balance**: $38,514
- **Annualized Return (CAGR)**: 15.40%
- **Standard Deviation**: 18.56%
- **Best Year**: 45.13%
- **Worst Year**: -32.39%
- **Maximum Drawdown**: -32.39%
- **Sharpe Ratio**: 0.79
- **Sortino Ratio**: 1.26
- **Benchmark Correlation**: 1.00
Top holdings for Fidelity Nasdaq Composite Index (FNCMX)
Top 10 Holdings (as of 04/30/2024)
Microsoft Corp (MSFT): 11.39%
Apple Inc (AAPL): 10.35%
NVIDIA Corp (NVDA): 8.50%
Amazon.com Inc (AMZN): 7.16%
Alphabet Inc CLA (GOOGL): 3.78%
Meta Platforms Inc CLA (META): 3.72%
Alphabet Inc CL C (GOOG): 3.68%
Portfolio Overview
54.51% of Total Portfolio
3,194 holdings as of 04/30/2024
End the video with these takeaways
-if you're going to have similar drawdowns in percentage points to QQQ witch has returned more than FNCMX could consider FTEC which is the Fidelity technologies fund at a 0.08 Percent expense Ratio or VGT which is Vanguard technologies fund that a 0.1% expense ratio. This means that you save more while getting more returns.
Also if you wanted to keep the same expense ratio of FNCMXU could consider SMH which is a less expensive alternative to FSELX but you're going to take on the similar profile of volatility that FSELX has.
This is not Financial advice
I'm an Affiliate
https://wn.com/Decoding_Fncmx_A_Deep_Dive_Into_Fidelity_Nasdaq_Composite_Index_Fund
00:00:00 The Investment Landscape
00:00:46 Comparing the Titans
00:03:27 Deep Dive into FNCMX
00:05:42 Strategic Takeaways
Millionaire next Door
https://www.amazon.com/Millionaire-Next-Door-Surprising-Americas/dp/1630762504/ref=tmm_hrd_swatch_0?_encoding=UTF8&qid=&sr=&_encoding=UTF8&tag=360f18-20&linkCode=ur2&linkId=b529778d15d6e7ffaec29f6324523584&camp=1789&creative=9325
Make a six minute long video on FNCMX the Fidelity® NASDAQ Composite Index® Fund
### Performance Summary
#### FXAIX
Expense ratio 0.015%
- **Start Balance**: $10,000
- **End Balance**: $30,470
- **Annualized Return (CAGR)**: 12.56%
- **Standard Deviation**: 15.66%
- **Best Year**: 31.47%
- **Worst Year**: -18.13%
- **Maximum Drawdown**: -23.88%
- **Sharpe Ratio**: 0.74
- **Sortino Ratio**: 1.15
- **Benchmark Correlation**: 0.95
#### QQQ
Net expense ratio 0.2%
- **Start Balance**: $10,000
- **End Balance**: $46,960
- **Annualized Return (CAGR)**: 17.85%
- **Standard Deviation**: 18.95%
- **Best Year**: 54.85%
- **Worst Year**: -32.58%
- **Maximum Drawdown**: -32.58%
- **Sharpe Ratio**: 0.89
- **Sortino Ratio**: 1.47
- **Benchmark Correlation**: 0.99
#### FSELX
net Expense ratio 0.64%
- **Start Balance**: $10,000
- **End Balance**: $96,291
- **Annualized Return (CAGR)**: 27.19%
- **Standard Deviation**: 28.34%
- **Best Year**: 78.14%
- **Worst Year**: -35.18%
- **Maximum Drawdown**: -40.74%
- **Sharpe Ratio**: 0.94
- **Sortino Ratio**: 1.58
- **Benchmark Correlation**: 0.86
#### Fidelity Nasdaq Composite Index
net Expense ratio: .29%
- **Start Balance**: $10,000
- **End Balance**: $38,514
- **Annualized Return (CAGR)**: 15.40%
- **Standard Deviation**: 18.56%
- **Best Year**: 45.13%
- **Worst Year**: -32.39%
- **Maximum Drawdown**: -32.39%
- **Sharpe Ratio**: 0.79
- **Sortino Ratio**: 1.26
- **Benchmark Correlation**: 1.00
Top holdings for Fidelity Nasdaq Composite Index (FNCMX)
Top 10 Holdings (as of 04/30/2024)
Microsoft Corp (MSFT): 11.39%
Apple Inc (AAPL): 10.35%
NVIDIA Corp (NVDA): 8.50%
Amazon.com Inc (AMZN): 7.16%
Alphabet Inc CLA (GOOGL): 3.78%
Meta Platforms Inc CLA (META): 3.72%
Alphabet Inc CL C (GOOG): 3.68%
Portfolio Overview
54.51% of Total Portfolio
3,194 holdings as of 04/30/2024
End the video with these takeaways
-if you're going to have similar drawdowns in percentage points to QQQ witch has returned more than FNCMX could consider FTEC which is the Fidelity technologies fund at a 0.08 Percent expense Ratio or VGT which is Vanguard technologies fund that a 0.1% expense ratio. This means that you save more while getting more returns.
Also if you wanted to keep the same expense ratio of FNCMXU could consider SMH which is a less expensive alternative to FSELX but you're going to take on the similar profile of volatility that FSELX has.
This is not Financial advice
I'm an Affiliate
- published: 02 Jun 2024
- views: 43
31:01
Fidelity: The 8 Trillion Dollar Private Company | A Finance Documentary
𝗦𝘁𝗮𝗿𝘁 𝗹𝗲𝗮𝗿𝗻𝗶𝗻𝗴 𝗮𝘁 https://brilliant.org/finaius/
Fidelity is a giant wall street firm that is owned by just one secretive family - The Johnsons. Get ready to ...
𝗦𝘁𝗮𝗿𝘁 𝗹𝗲𝗮𝗿𝗻𝗶𝗻𝗴 𝗮𝘁 https://brilliant.org/finaius/
Fidelity is a giant wall street firm that is owned by just one secretive family - The Johnsons. Get ready to learn about the unbelievable history of this financial conglomerate.
For the tales too epic for YouTube, meet me over on Patreon - https://www.patreon.com/finaius
𝐓𝐡𝐫𝐞𝐞 𝐁𝐨𝐨𝐤𝐬 𝐌𝐞𝐧𝐭𝐢𝐨𝐧𝐞𝐝 𝐢𝐧 𝐭𝐡𝐞 𝐟𝐢𝐥𝐦 -
📘Reminiscences of a Stock Operator (https://amzn.to/3uzILdQ)
📘Fidelity's World (https://amzn.to/3PdBMPJ)
📘Beating the Street (https://amzn.to/3x8kUCv)
🎶𝐌𝐮𝐬𝐢𝐜 𝐟𝐫𝐨𝐦 𝐭𝐡𝐞 𝐯𝐢𝐝𝐞𝐨 - https://open.spotify.com/artist/5dzPVAUf41IpdTu7JKP79X?si=zKp3EE6nRDKDoDxHLjZy6g
𝐒𝐮𝐩𝐩𝐨𝐫𝐭 𝐦𝐞 𝐨𝐧 𝐏𝐚𝐭𝐫𝐞𝐨𝐧 𝐭𝐨 𝐫𝐞𝐥𝐞𝐚𝐬𝐞 𝐟𝐚𝐬𝐭𝐞𝐫 😇 - https://www.patreon.com/finaius
Instagram: falcon.xu
LinkedIn: linkedin.com/in/rocky-xu-0487498b/
https://wn.com/Fidelity_The_8_Trillion_Dollar_Private_Company_|_A_Finance_Documentary
𝗦𝘁𝗮𝗿𝘁 𝗹𝗲𝗮𝗿𝗻𝗶𝗻𝗴 𝗮𝘁 https://brilliant.org/finaius/
Fidelity is a giant wall street firm that is owned by just one secretive family - The Johnsons. Get ready to learn about the unbelievable history of this financial conglomerate.
For the tales too epic for YouTube, meet me over on Patreon - https://www.patreon.com/finaius
𝐓𝐡𝐫𝐞𝐞 𝐁𝐨𝐨𝐤𝐬 𝐌𝐞𝐧𝐭𝐢𝐨𝐧𝐞𝐝 𝐢𝐧 𝐭𝐡𝐞 𝐟𝐢𝐥𝐦 -
📘Reminiscences of a Stock Operator (https://amzn.to/3uzILdQ)
📘Fidelity's World (https://amzn.to/3PdBMPJ)
📘Beating the Street (https://amzn.to/3x8kUCv)
🎶𝐌𝐮𝐬𝐢𝐜 𝐟𝐫𝐨𝐦 𝐭𝐡𝐞 𝐯𝐢𝐝𝐞𝐨 - https://open.spotify.com/artist/5dzPVAUf41IpdTu7JKP79X?si=zKp3EE6nRDKDoDxHLjZy6g
𝐒𝐮𝐩𝐩𝐨𝐫𝐭 𝐦𝐞 𝐨𝐧 𝐏𝐚𝐭𝐫𝐞𝐨𝐧 𝐭𝐨 𝐫𝐞𝐥𝐞𝐚𝐬𝐞 𝐟𝐚𝐬𝐭𝐞𝐫 😇 - https://www.patreon.com/finaius
Instagram: falcon.xu
LinkedIn: linkedin.com/in/rocky-xu-0487498b/
- published: 09 Jul 2022
- views: 1512888