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Old 08-26-2015, 04:26 PM
 
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Your Personal Rate of Return from 01/01/2015 - 08/25/2015 - 5.67%
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Old 08-27-2015, 07:40 AM
 
Location: Nashville, TN
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Originally Posted by bbnetworking View Post
Your Personal Rate of Return from 01/01/2015 - 08/25/2015 - 5.67%
Impressive! What's your asset allocation and strategy?
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Old 08-27-2015, 07:52 AM
 
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Fidelity says I was down about 5% between last Thurs and Tuesday, however much of that was recovered yesterday and today.
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Old 08-28-2015, 03:49 PM
 
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Originally Posted by numberfive View Post
Impressive! What's your asset allocation and strategy?
33% each

FID VALUE

FID OTC PORTFOLIO

FID MID CAP STOCK
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Old 08-28-2015, 04:10 PM
 
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fidelity managed funds have been holding up pretty well . while the s&p was up around 3.50% 3 of my funds were up 3 or 4x that .
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Old 08-28-2015, 05:34 PM
 
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Originally Posted by mathjak107 View Post
fidelity managed funds have been holding up pretty well . while the s&p was up around 3.50% 3 of my funds were up 3 or 4x that .
By "Managed funds" do you mean the ones offered to those who are clients of the Managed Accounts Service where they take a 1.xx% cut of the total amount in your portfolio?
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Old 08-28-2015, 05:35 PM
 
26,191 posts, read 21,591,383 times
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Originally Posted by lottamoxie View Post
By "Managed funds" do you mean the ones offered to those who are clients of the Managed Accounts Service where they take a 1.xx% cut of the total amount in your portfolio?
More likely "actively managed funds" is what meant
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Old 08-28-2015, 05:57 PM
 
18,104 posts, read 15,676,604 times
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ok thanks.

BTW I started a new thread because I'm hoping to get opinions on whether I should dump Fidelity "Managed Account" service...

And if I've learned anything in the last week on this board, it's that there are no lack of opinions!
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Old 08-28-2015, 05:59 PM
 
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i replied to it
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Old 08-28-2015, 10:59 PM
 
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Down 2.4% from beginning of this year.
Stock allocation ranged from 53-59%. The rest in bonds or cash.

This week was a good test for me to see what my true risk tolerance is. I think I'm more comfortable in the 55% range as upper limit of stock allocation.
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