FBGRX
FIDELITY BLUE CHIP GROWTH FUND FIDELITY BLUE CHIP GROWTH FUND
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Where to park money for a down payment for about 1-1.5 years?
Investment strategy for a 5-10 year goal. Thoughts?
60 years old - do I choose blue chip or total market, or both?
60 years old - do I choose blue chip or total market, or both?
Portfolio choices for taxable account for growth and minimize taxes?
IRA question - Dividend pay next to nothing this past year
19 years old with 100k invested so far... advice?
Best portfolio of fidelity funds for long term investing
Wanting to invest $5,000 in 5 different indexes - should I do it slowly or just dump it at once?
Should I get rid of my FBGRX position and dump more into SPY soon
Is it worth it to have individual stocks of the same growth fund I already have?
Apps I can read about the stock market and current articles
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I'm 100% sure I outperformed you with my VTI, FBGRX, and SP 500 no brainer.
Good points. Looking at the visualized tool however, it still shows FBGRX higher at 17% vs VOO at 12%. It seems like fbgrx outperforms the market when it’s going up, and underperforms when it’s going down. But considering that the market is going up overall over the long term, it’s been coming out ahead? Maybe fbgrx is good while my risk tolerance is higher and then bias more broad market VOO/FXAIX later on?
Financial markets are extremely noisy. In most domains, ten years is a lot of data. If someone has been a good mechanic for ten years, you know they’ll be a good mechanic tomorrow. It’s very counterintuitive for people to learn that a decade of data provides almost zero information about a financial asset’s expected return. It’s especially difficult because it means you can’t draw wholesale lessons from personal experience. Here’s a example. Investing $10,000 in the total US stock market at the beginning of 2000 would have left you with [$9,847](https://www.portfoliovisualizer.com/backtest-portfolio?s=y&sl=2hWfHkVBOp0fx56FocU2aE) at the end of the decade. Investing in the same fund for a decade at the beginning of 2012 would instead have turned $10,000 into more than [$45,000](https://www.portfoliovisualizer.com/backtest-portfolio?s=y&sl=3igU6XpzPC4NmlrDflB2cP). Should we learn from the first decade that US stocks are a terrible investment? Or should we learn from the second decade that US stocks are a miraculous way to generate wealth, with little potential downside? The actual lesson is that, in systems as noisy as stock markets, even a full decade of information does not help us learn much about what to expect in the future. A secondary point is that you should make sure you’re checking total return instead of price changes. Total return includes reinvested dividends, but most people completely forget to include dividends when comparing asset returns. [Here’s an example using Portfolio Visualizer](https://www.portfoliovisualizer.com/backtest-portfolio?s=y&sl=5TW4nxNPrjaBHCLODggmzo) to compare the total return of VOO vs. FBGRX in the last ten years (Apr 2014 through Mar 2024).
Growth funds like FBGRX and HRSMX have lower expected return than the broad market (funds like FXAIX). If you want to keep it simple with high expected return, I would suggest standard total market funds or similar. [See here](https://github.com/investindex/Portfolio) for detailed explanation of why growth funds don’t have high returns in the long run.
Diversification in 401k doesn’t seem right? It’s been 3 years at current employer and I’ve allocated the 401k in the following FBGRX DODGX UBVFX HRSMX VEVIX FTIHX 30% each in the first two for mostly us exposure, and then 10-15% in the rest. 3 years later, fbgrx has returned 36% meanwhile everything else is single digits, some even under 5%. Another option available is FXAIX.. recently added. At this point I’m considering reallocating to 70% FXAIX and 30% FBGRX. Thoughts? I’m 32. Have 75k in this account and am maxing it now. Have another 200k an older 401k that’s mostly in a sp500 index fund. I know I’m proposing very heavy US only.. but also relatively young.
Heck yeah. I put my kids in FBGRX years ago, and funded their Roths. I like just a nasdaq index, but I also have FSELX and others. My base is the 500 index, but I have been aggressive for a long time with my indexes.
>Should I just let it sit in a high interest account? /r/personalfinance Prime Directive: https://reddit.com/r/personalfinance/w/commontopics >Invest in ETF or Index funds? * Index based or actively managed describes how the contents of a fund are chosen. * ETF or mutual fund describes how the fund trades. When creating a fund, you pair 1 "contents chosen" with 1 "how it trades" for 4 main types of funds. Examples in parenthesis: ||**ETF**|**Mutual Fund**| |:-|:-|:-| |**Actively Managed**|Actively Managed ETF (ARKK)|Actively Managed Mutual Fund (FBGRX)| |**Index Based**|Index ETF (SCHF)|Index Mutual Fund (FSKAX)| >I guess my question wtf do I do with all this money to prepare for my future? Depending on the interest rate, minimizing the debt you take could be the best move. Investing typically isn't recommended for money needed in the next 5 years (at minimum).
That is hefty. I like FBGRX(What I keep my HSA in). The returns are worth the expense ratio.
Rate my portfolio: 50% FXAIX 50% FBGRX
I was with TD Ameritrade way back when they were just Ameritrade. I opened a roth with them just before COVID hit. I had purchased a Fidelity Fund (FBGRX) within the TDA roth. TDA was charging me every time I purchased more of the fund. I was not happy about it, so I opened a roth through Fidelity as they did not charge a fee to purchase their funds.
Everyone has a different threshold, and sometimes investors find safety when they withdraw their initial investment and play forward on their profits. Kind of like certain gamblers. I got interested in NVDA around $100 then took some profit when it hit $300 around the end of 2021. For the next 18 months I dollar cost averaged through another dip in their share price. Now I'm wondering if another round of profit is in order. That said, NVDA is a common holding in many of my mutual funds, I think the largest holding is in (FSELX) Fidelity Select Semiconductors where it's around 25%, and (FBGRX) Fidelity Blue Chip Growth holds about 10% in their portfolio. This is telling me that fund management teams find value in NVDA.
FBGRX, going off of the name, invests in tech companies that are expected to be in the growth phase of their business life cycle. If you believe that the tech field will continue to exist going into the future, you can make a decision on how safe you think that ETF is.
I’m beginning the process of investing following the bogle method, but also own a large growth fund FBGRX. I’ve got heat from the bogle group for owning this, is it still safe to own if you plan to hold long term?
FXAIX, FNCMX, FBGRX, and FSELX. 25K in each one.
Gawd no. Put it into something like FBGRX and keep adding to it for 10 years. It's up 55% in the last year and has a bunch of the magnificent 7, tech and growth stocks.
QQQ has Broad tech. I would not tell anyone just getting in the market to go FBGRX, FSELX....but I have them.
Or just invest in FSPGX or FBGRX
I do about the same split. I also own some sector funds like FSELX, FBGRX, FOCPX, FSCSX, etc. Several years ago I searched the 5 year and 10 year returns and selected aggressive funds.
Why Microsoft solely though, and not a tech heavy fund like FBGRX?
I have a good amount in FBGRX, is this what you mean?
Yeah i changed it to 401k traditional and will be setting target date fund like you discussed. I have money in FBGRX too so that just grows
For high dividend ETFs, the Armchair Income Community on Facebook and YouTube videos are great. These tend to be lower growth, but have high monthly dividends you can re-invest in them or elsewhere. The top performer for 2023 has been JEPQ, it has monthly dividends and the stock has gone up as well (which is more rare for high dividends). If interest rates start falling next year, it will likely do well. I have over 100K in it now. The ValueInvesting subreddit is good for long term buy and hold stocks, they tend to pick individual stocks that are a little beaten down in price, but have good basics and a good path forward for growth. ​ As people recommended, just buying VOO (or SPY, which has a little more management expense) really is the best long term. All the people here trying to get 1000X their investment are gamblers, likely losing money every year. Invest on VOO steadily for 20+ years is the most surefire path to becoming wealthy when you are older. Put money in every paycheck, reinvest dividends, just keep building. You won't think you are growing your stack that much the first few years, but you will have hundreds of thousands by the time you are in your 40s or 50s. ​ MOAT and FBGRX are two highly successful ETFs for me that have beaten VOO/SPY by quite a bit this last year. We are talking 25% gains, which is huge for a year if you have a good chunk of money in them. FBGRX is heavy on "the Magnificent 7" which is the top 7 tech stocks that have done extremely well the past couple years and are the Market movers.
I'm with the above: use the 529 for school. >Index funds, ETFs, These are not mutually exclusive. * Index based or actively managed describes how the contents of a fund are chosen. * ETF or mutual fund describes how the fund trades. When creating a fund, you pair 1 "contents chosen" with 1 "how it trades" for 4 main types of funds. Examples in parenthesis: ||**ETF**|**Mutual Fund**| |:-|:-|:-| |**Actively Managed**|Actively Managed ETF (ARKK)|Actively Managed Mutual Fund (FBGRX)| |**Index Based**|Index ETF (SCHF)|Index Mutual Fund (FSKAX)| I'd very strongly prefer index funds (ETF or mutual fund doesn't matter) over >straight stocks >Something like SPY or QQQ? The inclusion criteria for QQQ(M) has never made sense to me and it feels like a performance chasing move (which is often a better way to end up behind, not ahead). Single fund portfolios: https://www.reddit.com/r/Bogleheads/comments/tg1az5/should_i_invest_in_x_index_fund_a_simple_faq/ Or something like the https://www.bogleheads.org/wiki/Three-fund_portfolio (bonds can be set very low or even 0% if you/they can stomach the volatility that 100% stock brings).
34.10% BAFWX 33.02% FBGRX 32.06% FXAIX And then there’s less then 1% each of DODIX, OAKIX, ARTMX, VMVAX I only just started to making contributions to the last 4 funds since August. I can also break it down by asset classes: 95.94% Domestic Stock 2.03% foreign stock .98% other .57% short term .48% bonds I’m worried about over-exposure to domestic stock so I started making small contributions into foreign stock and bonds. I didn’t want to rebalance my existing holdings to match future contributions just yet. I don’t know if I will or if I should.
Would like some advice on my IRA portfolio. Am I overdoing it with all these funds? 33 y.o. FBGRX FPADX FSMDX FSSNX FXAIX FZILX
If you wanted to do that couldn’t you buy FBGRX Fidelity’s blue chip fund? The SP will already have a huge tech allocation do you’re kind of doing the same thing twice. I think that is what the above commenter is saying.
FBGRX is a great fund over the long run - volatile swings for sure - but don't give that up at only age 34 (!). If you have at least 10 years til retirement, it's too early for you to buy bonds. Bonds have a specific purpose in a portfolio when a person is near the age of withdrawing their assets to pay bills. I assume you're not there yet. Older investors are buying bonds now because it's likely that rates have peaked, so they want to lock in long term yields. This means about 4.5-7% annual yield, *not* adjusted for inflation, which means it lags long term average stock index fund performance. The caveat is stability - those payments just keep coming in as reliable income. No need for you to own this yet.
Does it matter whether you buy it on Vanguard or Fidelity or Schwab? Also. What’s the difference between VOO and a blue chip growth fund like FBGRX? Real investing noob here too. Got away from gambling on Robinhood.
They’re “similar” but FBGRX is true growth, while FXAIX is a straight up S&P index with all the snoozers in there in addition to a few exciting companies. As someone who has held both for close to 15 years I can attest that FBGRX has outsized returns over the long run, with the caveat of bigger losses during volatile times.
Assuming you are fairly young, 80% Vanguard Inst Index (VFIAX) and 20% Blue Chip Growth fund (FBGRX).
If you are getting a match (from your employer), then max that out. As soon as you can, open the IRA and fund it (for 2022) with the after-tax dollars. You are allowed to contribute up to $6500 per year. Then immediately do what is called a back door Roth. Then, drop $6500 into the Roth for 2023. You should have $13K in the Roth in within a week. Then, inside of the ROTH, purchase the ETF's you want. (VUG, FBGRX, FXAIX). On Jan. 1st, drop another $6500 for 2024 and purchase more of your favorite ETF. By that Jan. 2024, you could have $19500 in that ROTH. My brokerage is Fidelity. My cash position in that account is held in something called SPAXX, which is currently yielding 4.97%. So, as I wait to purchase whatever, my cash is growing. I would choose a ROTH over an IRA for the following reasons: 1) Income tax rates could increase (given the current U.S. debt is in the trillions and growing), so paying taxes now would mean I am paying the lower tax rate if those rates increase in 2, 10, or 20 years from today. 2) The money grows tax free. So, if the ROTH grows to $1 million dollars, I pay no taxes on ANY of that growth. If the non-ROTH IRA grows to $1 million, then I will pay taxes on all of it as I withdraw the money. Would you rather pay taxes on all of it, or just the $6500 (per year)? Since you have $50K in a HYSA, that money has already been taxed, so...dump some of that into the ROTH. 3) You are not forced to take out a Required Minimal Distribution (RMD) from an IRA when you turn 72 and every year after for the rest of your life. Not so with a ROTH. 4) Any money you put into a ROTH, you can take out without penalty (after having the ROTH for 5 years). You have to leave the growth in there until 59.5 years old or you will get penalized. So...you have kind of have an emergency fund if ever needed. You should look into an HSA (Health Savings Account). Dollars that go into to this are pre-taxed. It grows tax free. When you withdraw it, you are not taxed on it if the money is used for medical expenses. If you use it for something else, then you are taxed on it at your income rate. You can contribute $4150 per year for self and $8300 for family. You can buy just about whatever investment within that account you want to. BTW, I am NOT a financial advisor. Do some research to verify everything I have mentioned. May all of your investments overflow with growth!
Safer? That's not really your goal. Your goal is steady, long term growth that matches the U.S. (and optionally world) economy. FXAIX and VOO are redundant. Pick one. FBGRX is a great fund and I've held it for more than a decade, but it is somewhat redundant with QQQ (typically it gains more and loses more). SPAXX is a functional holding obviously. I would ditch the rest personally. I see you've got some similar advice from other posters - great.
FBGRX at Fidelity. Thank me in 20 years!
If you can tolerate the risk of FBGRX (and I can), there might be a slot for a 'value' fund in your portfolio. Check out Fidelity Contra for instance.
FBGRX isn’t an index fund, it’s an actively managed large growth mutual fund. If you want an index of large growth, get FSPGX.
Looking for an index fund. I have been seeing and hearing good things about FXAIX but was also turned on to FBGRX as it seems more aggressive but has a higher expense ratio. I am new to all this. Thoughts?
We’re all in this together nobody has the right answer. I’d personally say that VTSAX/VTI/VOO and chill are the answer. FSCSX or FBGRX for exposure to technology (risky but typically has beat the hell out of the market) and then maybe a bit in an international fund
>that isn’t the common understanding. No, it is, you're just getting confused. Index and passively managed are the same. Alternatively, a fine can be actively managed (not passive, not index based). This is how a fund's contents are chosen. ETF and mutual fund are 2 common ways for a fine to trade. When creating a fund, you pair 1 "contents chosen" with 1 "how it trades" for 4 main types of funds. ||ETF|Mutual Fund| |:-|:-|:-| |Actively Managed|Actively Managed ETF (ARKK)|Actively Managed Mutual Fund (FBGRX)| |Index Based|Index ETF (SCHF)|Index Mutual Fund (FSKAX)|
>FXAIX I'd consider US total market instead of S&P 500 only. For Fidelity index mutual funds, these would be either FSKAX or FZROX (see link below). >(1) If/how should I diversify beyond domestic index fund(s) at this time? An ex-US index fund as well. Several possibilities are listed here: https://www.bogleheads.org/wiki/Three-fund_portfolio >(2) Should I generally look for index funds or ETFs? As /u/APhatEarther mentioned, these aren't mutually exclusive terms. ETF or mutual fund describes how a fund trades. Index or actively managed describes how the fund's contents are chosen. When creating a fund, you pair 1 "how it trades" with 1 "contents chosen" for 4 main types of funds. ||ETF|Mutual Fund| |:-|:-|:-| |Actively Managed|Actively Managed ETF (ARKK)|Actively Managed Mutual Fund (FBGRX)| |Index Based|Index ETF (SCHF)|Index Mutual Fund (FSKAX)|
Hi All, First time posting here. I’ll try to provide a little context before asking my question. I (37M) am married with 2 kids under 2yrs old. We have around $200K in liquid savings more or less (excl 401K and house equity). Up until 2 weeks ago it’s just been sitting in a bank account. That’s when I realized A) I’m getting old B) $200K isn’t that much money given my salary and C) I will never be wealthy unless something changes. I started small. Put $100K into a HYSA at 4%. But I knew that wasn’t going to cut it… fast forward a ton of research and phone calls and now here I am, $100K invested in funds on Fidelity, $60K in HYSA and $40K for living/bills. My question is around my portfolio mix. I want aggressive growth to make up for lost time. Here are the funds I have: FBGRX (blue chip MF): 15% FSPSX (int’l index fund): 10% FSELX (semiconductor fund): 10% FXAIX (S&P 500 index fund): 20% SCHD (broad dividend ETF) : 45% Is this portfolio too overlapped? Too diversified and spread out? Are there other funds that I should be in instead? I’m looking for an armchair QB SWOT analysis to see how a newbie can improve. Sorry for the book. Thanks in advance for your help!
80% mutual funds (mostly FBGRX but some others aswell). The other 20 I wheel or credit spread. I have a 457 and pension for retirement, so the Roth is mostly for trying for risk and tax free gains if they occur.
Honestly, with all the poor practices I’ve seen from site admins and the business model, it serves them right that investors are turning away….I wouldn’t want to invest (Disclaimer: I own shares of FBGRX, the fund mentioned here)
Our office was picking up NVDA, APPL, AMZN for the last 12 months. You look like shit in the short term but you know with time things will come roaring back. If you're a newbie to investing I would start with some index funds. NVDA has massive price fluctuations and if you can't stomach the downturns you'll probably end up loosing $ on it. People on reddit are absolutely nuts for Vanguard funds. FBGRX will give you exposure to NVDA as well as all the other major tech players. Remember this, you make money when you buy, not when you sell, and patience is key.
Which would you consililidate? FBGRX/FPURX/FXAIX? Anything else?
> Managed funds are basically a scam in general. The vast majority do not beat the markets and many of them charge a fee based on the principle investment amount. I found exactly one exception. I have a managed IRA at Fidelity. The expense ratio is 0.7% (IIRC) compared to FBGRX which is 0.76%. This is higher than an index fund, but I watch that fucker like a hawk and it has consistently outperformed VOO after fees so I'm happy so far. I DO NOT pay fees on top of fees. That's crazy talk.
Actively managed "Blue chip" growth fund vs index funds? Over the years, I have invested in sector funds, index funds, and currently have most of my brokerage in a blue chip growth fund (Fidelity Blue Chip Growth or FBGRX). Considering moving into an index fund for the lower fees and/or diversifying into some mid cap/international stuff.
Fxaix, FNcmx mainly. But also FBGRX, FNILX, FOCPX, FSCSX, FSELX, FSKAK, and FSPTX. Plus 500 fund in 401k.
Fund FBGRX Stock MSFT and ALB
I inherited an IRA from my grandfather in Feb of 2019. It's in blue chip fidelity growth fund (FBGRX). It started at $58k; grew to $136k by Oct '21, then steady decline to $79k by Dec '22. Should I reallocate to another fund? I understand it's normal given the economic season we're in. And there's a very solid school of thought that says to just leave it alone... 34-yr male, American Expat living in Turkey, debt-free, married, father of 3. Income - $50k/year. Home valued at $250k. Rental property value $130k, renting at $1.2k/mth. Goals for the IRA is to respect my grandfather's wishes and keep it as retirement fund until RMDs run it dry. I just want it to allocate with medium risk and medium gains. Second, I want to start maxing out my own IRA with a higher risk/higher gain fund.
Yes. I used to use FBGRX (made over $100k using it) and switched to VGT instead of QQQ because of the lower fees with VGT. Same (currently pitiful) performance with less fees - enjoy!
>I have a terrible return this past return most investments had a terrible return the last 12 months. your main problem is being concentrated in all the same types of stocks: US large 'growth' stocks. FBGRX stocks here: https://fundresearch.fidelity.com/mutual-funds/composition/316389303 and T Rowe Price Blue Chip Growth stocks here: https://fundresearch.fidelity.com/mutual-funds/composition/77954Q106?type=sq-NavBar and S&p 500 stocks here: https://fundresearch.fidelity.com/mutual-funds/composition/315911750?type=sq-NavBar if you had a US large stocks fund, a US small stocks fund, and an international fund ... you'd be more diversified, with fewer funds.
Both will have overlap. Personally I go with 40% FSKAX, 40% FXAIX, 20% FNCMX. This would only be good if you have longer time frame 10 years+. You can also add a mix of roughly 5% FBGRX, FSELX if your feeling more aggressive, both are good funds.
I am a bot. You submitted a picture of a banned ticker, FBGRX. The market cap of FBGRX is **0** This check will fire if you included unnecessary pictures that have bad keywords/phrases. Repost with the useless pictures omitted if you did that.
No they’re literally in mutual funds, no trading. FBGRX, FSPTX, FTRNX. Haven’t touched them since November.
We're just in a cycle. Just for grins and giggles look at the returns on the Kiplinger 25 Favorite funds. BTW I own FBGRX which is the worst performer on the list. But I bought in around $35. https://www.kiplinger.com/kiplinger-tools/investing/t041-s000-kiplingers-25-favorite-fund/index.php
I learned this strategy from successful professional invester, "it's not about timing the market, it'd about time in the market". Short term investing has led to a lot of hardship, depression and tragically suicide. Day traders lose their fortunes all the time. At your age, I'd recommend investing in growth mutual funds. They are all down right now so its a great time to buy them with new money. I'd also recommend keeping all stocks you currently own. A bear market like we are in now, lasts for months not years. If you sell, you've locked in your loss. There is a lot going wrong in the global market right now. You have time to ride out the ups and downs. I like FBGRX it's Fidelity's growth fund. I have my son's savings mostly in there. It's well diversified and Fidelity is a no nonsense company.
Actively managed, the list seems to get smaller every year. I particularly like Clearbridge Select, but that's a load fund. IMO good no load examples incl GQEPX, AKREX, TRBCX, PRHSX, OBIOX, FBGRX, PRWAX
FBGRX is tech-heavy, but strictly not a tech fund. 50% of the portfolio is in IT and communications, but the other half is in different sectors so it's fairly well diversified: 7% in healthcare, 5% in energy, etc. look under 'composition', if you haven't done this already: https://fundresearch.fidelity.com/mutual-funds/composition/316389303 keep investing. 'you make most of your money in a bear market, you just don't realize it at the time." ~~ Shelby Cullom Davis, famous investor
I’d keep it. FBGRX is full of powerhouses. This is not ARKK we’re talking about.
As long as you don't sell, you have not lost anything. Give FBGRX some more time - see what happens after everything else you have comes back up above 0. My non-expertise opinion.
FXAIX & FBGRX does anyone know if these are good? maybe for 5-10 year investment? or retirement?
Brokerage: $5000 in FRESX (REIT) (currently down 13%) Roth IRA: $6750 in FBGRX (down 9%), $4750 in FOCPX (break even), and $7100 in SPAXX Pretty liquid right now, I've been DCAing $500 in my Roth IRA since December, and probably going to continue until the year's end unless we see a significant drop in the market. Any suggestions?
That's a valid method if that is what you want. No-one can tell you how to invest your money. However, I'd argue that having both FBGRX (large cap growth) and IVE (large cap value) is similar to just flat out investing into a SP500 index fund without the 0.79% fees of FBGRX and complexity of rebalancing funds. PBUS tracks the MSCI USA index which is again very redundant to a SP500 index. So if you want to keep the same investment style, you can just replace all three with a SP500 index fund like VOO and get lower fees and not worry about managing 3 redundant funds. ANWPX is probably a fund that adds diversification in form of international large cap growth stocks.
Great that you are already starting to invest in the future. However, you are heavy on large cap growth, mostly US equities, and expense ratios of funds like FBGRX and ANWPX are very high. I’d suggest starting off with a US total market fund like VTI as the core, and tilt it towards a specific direction with a fund, like large cap growth, if you want. That should be much more cost efficient, as well as simpler to manage. Simple US equities should set you up fairly pretty well, but people like to diversify into international funds, as well as alternatives (like real estate, or gold). These will lower the expected returns, but act as insurance for times when US stocks don’t do well.
Close, FBGRX, also some FSKAX and other shit
First screenshot is all FBGRX, the rest is random shit
Lots of FBGRX because it’s my 401k because I am a wage slave because I didn’t learn how to trade options early enough
Lots of FBGRX because it’s my 401k because I am a wage slave because I didn’t learn how to do options early enough
FBGRX is on a massive sale for the year
Basically VTI/VOO. Unnecessary, really, due to so much overlap in holdings. If you want to overweight large-cap tech, do like...FSKAX and FBGRX or FSPTX.
I put a little money each month into FBGRX and FNILX
FXAIX (Fidelity S&P index) but I also hold many other mutual funds that balance out my portfolio. FBGRX follows closely the NASDAQ and a few others that follow large cap/automotive and energy
Hi. I have $200K to invest and was thinking about putting 50% in S&P 500 and 50% in FBGRX. Both are down about 10-20% YTD. Tolerance is good. I can keep the money there 2-3. Is this my best option?
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Awesome thoughts there. Nio I bought on a whim based on something I read on Seeking Alpha. It's like a $250 position. If I were to get out of EV's I would pivot from NIO and RIVN. I only own a share of tesla, and that was bought when it was CHEAP. Lucid I've owned since it was a SPAC and have a really good price point there. I am likely looking to get out of SOFI however once my CC is expired or called. ​ I just try to buy when they are beaten down. The porfolio has turned over significantly since late last year. I used to have a significant position in FBGRX, but I saw the charts for it and FNILX being similar, so I sold all but the cap gains I made last year and moved into other equities. I definitely got 'cute' in q4 21 thinking I was a financial genius when really I was riding the wave of the bull market. But it taught me some lessons I use everyday now.
I have lots of FCNTX and FBGRX would you reccomend I move into VUG or VTI with lower expense ratios? FCNTX keeps adding Facebook
Can I ask a question? I have lots of FBGRX and FCNTX both (12% and 5% of portfolio) of which I’ve had for several years but they’re dropping a lot lately. Any thoughts on moving to another growth mutual fund or ETF? I’m concerned about FCNTX as they keep adding Facebook and the expense ratio is high. Is it worth adding more to FGBRX or moving to some VTI? My portfolio has a lot of tech. 37 years old
Blue Chip Growth and Contrafund have a lot of crossover, but for me Contrafund has the edge because the valuation is more reasonable. Contrafund has a P/E ratio of 24, while Blue Chip Growth is a lot richer at 33. as a general rule, the higher the P/E the lower your long-term growth potential. valuation info here: https://finance.yahoo.com/quote/FCNTX/holdings?p=FCNTX https://finance.yahoo.com/quote/FBGRX/holdings?p=FBGRX I'd also recommend some small/mid cap fund(s)of some type rather than two large-cap growth funds. small/mid as a group tends to outperform large cap as a group. in the 1970s the S&P 500 was basically flat but small cap value was absolutely dominant. if you're gonna hold individual stocks I see no reason to double up on things that are already major parts of the S&P 500 or a total-market index. I'd recommend smaller and/or international companies instead if you want to hold single stocks. Rob Arnott's research found that the 'top dog' stocks any year tend to be disappointing going forward. so minimizing exposure to top stocks will be more productive than concentrating in those same stocks. https://ioandc.com/rob-arnott-sell-the-top-dogs/
Yeah your right. And I think FBGRX follows most of the top companies with growth ones as well. I’m not gonna try to time the market, as today may actually turn out to be a sideways market day
Should I sell FBGRX fidelity blue chip
Except FBGRX performed almost 50% better than SPY's return over the last 5 years. It's a riskier fund but high risk high reward.
>FBGRX "Value", not "growth" should be the type with the better expected long term returns. Also, the more time that goes on, the more likely that actively managed (like FBGRX) is to fall behind broad coverage indexing.
Go for FBGRX, excellent one, DCA whenever possible.
The problem is you traded. If you just stuck money into FAANG or a higher risk fund like FBGRX, you would be up like 150%+ over the last 10 years.
>Was thinking something like FNILX OR FBGRX. Those are both still full equity funds. That's fine, but it's a heck of a lot closer to the straight investment side of things than the e-fund thing. It's not clear which side of the aisle you want to lean towards, but that's worth remembering. Alternatively, you could pick a blended fund like FBALX or something similar and steady with a history like VWELX.
What can I look at for investing that’s an in between of an emergency fund and a swing for the stars fund? Is there a name for that? My retirement accounts funded with 15% of income with a good allocation. I’m coming into enough money to put aside a strong cash emergency fund, and fund two Roth IRA with some buy and hold forever stocks I like (I fund 15% into retirement and have a pension, so I’m okay with this). What I’m looking for is something I can dump like $10k in that’s “might use this before an emergency fund if it’s in the positive, but might not if it’s doing great) just want some flexibility but not feel like my moneys doing nothing. Was thinking something like FNILX OR FBGRX. We plan on using our income and not our investments but life happens so this fund would probably be something I might be willing to dip into… Also we really don’t need to save for a house or anything specific other than life.
We might be about to cycle out of growth. If your funds drop just keep adding no matter what you do and wait for the next growth cycle in a few years. If you want to offset losses you can try adding a value fund like FSLSX. Luckily your mutual FBGRX and FOCPX funds will offset your losses and they'll go to international/value and other assets for you some what. That is not the prime directive so I wouldn't be surprised if they go no more than 20% maximum and will still go down.
Can anyone tell me what I’m doing wrong or what I can do better? I’m putting another chunk into the market tomorrow and want to be wise but am generally new to investing. So far am split between the following: • FBGRX • FNCMX • FOCPX • SPY • TSLA What should I change? What next?
Liquidating your 401k to put in brokerage is a No. rollover your 401k to a rollover account - Yes. Saves you from being taxed by rolling it over. FBGRX is a great fund - 700% vs 300% SP 500 in the 10 years I’ve hold them.
I like FXAIX. If they offer it in your 401k, maybe switch FBGRX with FSPGX. Significantly lower expense ratio and it has beaten the S&P 500 in most years since inception. If the 401k doesn't offer it, then stick with FBGRX.
What’s you’re thinking on FBGRX? Aren’t you getting all those stocks in the S&P 500 fund.
I’m not super familiar with mutual funds and their tickets, but I do know my ETFs.. FXAIX ain’t bad at all though. FBGRX has a rather high expense ratio. I’d recommend IWY or MGK in place of that pick if you’re looking for blue chip growth at a better price.
Compare QQQ (full chart morning star) with FXAIX, FBGRX. The allocations in FBGRX is too good and the growth is slightly better than QQQ over 1 year, 3 year and 5 years..etc The best choice is FBGRX. If you are allowed, FDGRX is slightly better than FBGRX over long years. [https://imgur.com/QTd4dLq](https://imgur.com/QTd4dLq)