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How to Invest in Mutual Funds with Fidelity
 
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In this video i show you how to search for mutual funds on Fidelity trading platform. Fidelity offers a variety of mutual funds that you can buy. Make sure to assess your risk tolerance. Typically the best type of mutual funds are target date funds because the automatically rebalance as you get closer to the target date. Mutual funds are a great way to diversify your investments because they hold all kinds of stocks, bonds, international, and even REITs. This video is meant to be an introduction to buying mutual funds; however, I highly recommend you do more research to make you buy the right mutual funds.
Views: 2606 Erick Vazquez
What’s a Mutual Fund? – Investing Basics | Fidelity
 
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What’s a mutual fund, and is it really like sushi? In this video for investing novices, you’ll find out how similar the two products really are. Find more articles about investing and personal finance at https://fidelity.com/mymoney To see more videos from Fidelity Investments, subscribe to: https://www.youtube.com/fidelityinvestments Facebook: https://www.facebook.com/fidelityinvestments Twitter: https://www.twitter.com/fidelity Google+: https://plus.google.com/+fidelity LinkedIn: https://www.linkedin.com/company/fidelity-investments _________________________________________________ A mutual fund is like eating sushi. Okay, it’s like eating a certain kind of sushi. Imagine that you just walked into a sushi restaurant. First of all, the chefs and servers yell at you, “Irra-shai-mase!” But you don’t find that the least bit confusing or frightening, because you’ve been around and you know it just means, “Welcome to our restaurant.” So you belly up to the sushi bar, and you order the omakase, and you sit back and wait for the deliciousness to begin. “Omakase” means “entrust,” which in your new favorite sushi bar loosely translates to “chef’s choice.” You’re entrusting the sushi chef to create a special multi-course menu for you with samples of a large array of foods, and usually the best and freshest fish in the house that night. Now, when lots of regulars at your favorite sushi bar order this way, the chef can buy lots of different ingredients and give the customers much more variety than they would get if they just ordered piecemeal off the menu. That’s sort of how mutual funds work. When you have a modest amount of money to invest, you might only be able to afford a few shares of individual stocks. With a mutual fund, lots of people put a modest amount of money in, creating a large amount of money that can invest in many things. Then each investor gets to enjoy the benefit potential of participating in a large colorful platter of diversified investments. The portfolio manager is the sushi chef. The mutual fund: the omakase. The portfolio manager selects the mix of investments and uses the money through all the investors that bought into this fund to buy the various diverse investments he chooses. The investors can then potentially make money if they sell the shares of their mutual fund for more than they paid for them. Oh, and just like each sushi chef has their own style and approach to cuisine, each portfolio manager has their own style and approach to investing. So, you’ll want to research the fund and the manager before you pick the mutual fund, to make sure that you choose one that’s in line with your investing palette. After all, omakase of octopus and sea urchin probably isn’t for everyone. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 691326.3.0
Views: 69132 Fidelity Investments
What is a Mutual Fund?  Investing Education For Beginners -- How To Invest in the Stock Market
 
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Go now to the website and get your FREE REPORT: "Three Things Every Invest Must Know To Earn Greater Profits, Take Less Risk, and Invest With Confidence." http://www.MarketTimingUniversity.com Make sure to Subscribe, Like and Comment so you don't miss anything!! If you have any specific questions, you can always post them below and I will answer them for you. What is a mutual fund? This video talks more about mutual funds, composed of stocks and bonds. We teach beginning investors how to at least triple their money once per decade. You will learn how to analyze a stock with our forecasting techniques and earn greater profits with less risk. Investing 101. Do not consider this investing for dummies just because you are new to the stock market. Most people have never been taught how the market really works. But with the correct knowledge, you can avoid losing money and consistently grow your money well into your retirement years.
Views: 70415 Gregg Killpack
Chapter 2: Are Mutual Funds or ETFs Right for You? | Fidelity
 
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In this video series, you will learn about whether investing in mutual funds or ETFs might be the right choice for you based on your current financial situation and goals. To open a brokerage account, visit: https://www.fidelity.com/open-account/overview To view more video in this series, visit: https://www.youtube.com/playlist?list=PLGKKmEmJDSiKoM-mD24lmaUeupHP62cDW To see more videos from Fidelity Investments, subscribe to: https://www.youtube.com/fidelityinvestments Facebook: https://www.facebook.com/fidelityinvestments Twitter: https://www.twitter.com/fidelity Google+: https://plus.google.com/+fidelity LinkedIn: https://www.linkedin.com/company/fidelity-investments ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- Mary would like to buy a home within the next 5 to 7 years, but needs to save for a down payment and moving expenses first. She has a small amount of money to start with today, and plans on investing a set amount every month for a few years. Convenience is very important to Mary – she doesn’t want to be responsible for remembering to make an investment each month. So she plans on having the monthly investment automatically deducted from her checking account. A mutual fund allows Mary to set up a regular purchase program from her bank account. This automatic feature is not available on an ETF – with an ETF, Mary would need to manually place buy orders for each trade. Since Mary is going to invest a fixed amount of money each month, she may want to consider a mutual fund, as it provides the ability to invest specific dollar amounts. And at Fidelity, Mary has at her fingertips… Over 10,000 mutual funds from hundreds of fund companies, many with no transaction fees. Access to highly rated funds – including those rated four or five stars by Morningstar®¹, one of the industry’s most respected, independent experts on mutual funds… Research and insights from Fidelity, one of the leading investment management firms. Mary also understands that there will be market fluctuation and risk to her investment principal. After doing her homework on the many mutual fund choices available to her, Mary selects a fund whose investment objective and risk profile closely aligns with her investment objectives, risk tolerance, and time. She is excited to be on the road to home ownership. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 682198.2.0
Views: 52968 Fidelity Investments
Which Fidelity Dividend Fund Should I Invest In? (Fidelity Dividend Fund Investment Review 2018)
 
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Which Fidelity Dividend Fund Should I Invest In? (Fidelity Dividend Funds Investment Review) 2018 (Free Downloadable Spreadsheet) Learn about the low cost fidelity etf dividend funds (Index Fund ETF's) Find out about the 4 Fidelity Factor Dividend ETFs that available as we review their performance in this video. The spreadsheet in the video can be downloaded here: Dropbox link: https://www.dropbox.com/s/9f6dzyixmfvlcgu/Fidelity%20Factor%20Dividend%20Fund%20ETFs.xlsx?dl=0 or http://moneyandlifetv.com/downloads Video Outline and Time Stamps so you can quickly jump to any topic: •What are Fidelity Factor ETF Dividend Funds? - 0:30 • Fidelity High Dividend Yield Fund (FDVV) - 2:46 • Fidelity Dividend Fund for Rising Rates (FDRR) - 6:20 • Fidelity International High Dividend Yield (FIDI) - 7:46 • Fidelity International Value Factor ETF (FIVA) - 9:50 • Top 50 Stock Holdings of Each Fund - 11:00 • Fidelity Dividend ETF's vs Vanguard Dividend ETFS - 12:00 In this very detailed review you will learn about the four Fidelity Factor Dividend ETF (Index Funds) available to invest in. The four Fidelity divdend index funds are as follows: 1. Fidelity High Dividend Yield Fund (FDVV) 2. Fidelity Dividend Fund for Rising Rates (FDRR) 3.Fidelity International High Dividend Yield (FIDI) 4. Fidelity International Value Factor ETF (FIVA) Check out some of our other videos and playlists here: ♦ Investing in the stock market!: https://goo.gl/yVAoES ♦ Save money, budget, build wealth and improve your financial position at any age: https://goo.gl/E97nJj ♦ Learn more about how federal income taxes work: https://goo.gl/D1hCX1 ♦ Ways to improve your life at any age: https://goo.gl/uq72bu Subscribe for our future weekly videos. New videos typically every Sunday or Wednesday. Do not forget to help out a friend and share this information with them as well. About me: I'm passionate about helping people build wealth by learning more about personal finances, investing and taxes. My mission is to help people improve their financial position career and life. I also enjoy teaching others about the accounting profession, tech tips, and helping people overcome challenges in their everyday life as well as their career. You can find our content on other internet planets such as....... My Website: Moneyandlifetv.com Twitter: https://twitter.com/Mkchip123 Facebook: https://www.facebook.com/moneyandlifetv/ ***Disclaimer*** All of the information in this video is presented for educational purposes only and should not be taken as financial, tax, or investing advice by any means. I am not a financial adviser. Although I am a CPA I cannot advise someone for tax purposes without knowing their complete tax situation. You should always do your own research before implementing new ideas or strategies. If you are unsure of what to do you should consider consulting with a financial adviser or tax accountant such as an Enrolled Agent, or Certified Public Accountant in the area in which you live. Thanks for taking time to check out this video, and our channel. Have a great day and we will see you in the next video!
Views: 6645 Money and Life TV
Why Mutual Fund Fees of 1% Are Really 15%
 
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Brought to you by http://www.rebalance-ira.com Dr. Charles D. Ellis, former chairman of the Yale Investment Committee and Rebalance IRA Investment Committee member, on how mutual fund managers obscure the true cost of their services and how those high mutual fund fees seriously diminish your retirement investing results. More from Ellis on the true impact of mutual fund fees at Rebalance IRA: http://www.rebalance-ira.com/news/how-much-does-your-money-manager-cost-you/?utm_medium=social&utm_source=youtube&utm_campaign=charley-ellis-why-mutual-fund-fees-of-1-percent-are-really-15-percent Please share on Facebook and Twitter
Job Interview questions and answers - Fildelity investment interview
 
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Placement interview question - Fildelity investment interview Vishal sharing is interview experience with fidelity , explaning full placement prcedure in Fildelity investment interview, FMR LLC or Fidelity Investment is one of the largest mutual fund and financial services groups in the world . it offers Non tech and tech profile in engineering Collages of india subscribe our channel https://www.youtube.com/channel/UC2nd2XJDCPRY5h2K8QZ8cIQ and visit our website www.placementboat.org the categories for this video are : campus interview interview questions and answers job interview placement interview in india for engineering placement training videos job interview videos for freshers in india experience interview videos
Views: 15830 Placement Interview
My 401K Mutual Fund Picks - Up 18% This Year! Fidelity IRA
 
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Typically, I share videos with silver and gold. They say never put all your eggs in pme basket... Here is a brief share of a few of my mutual fund holdings in my retirement account. +20% year to date 09/2017 +18% for 2017 Notable holdings include: ☆Fidelity OTC K +30%YTD (skip to 03:00) ☆Fidelity 500 Index +13%YTD ☆Fidelity Contrafund +23.8%YTD ■Looking to share, exchange ideas and knowledge, and learn more - the goal being to be able to provide a comfortable lifestyle for my family. Favorite tools of the trade (how I create videos): ●CRKT Peck Knife: http://amzn.to/1UIrgA0 ●I don't leave home without my Mini tripod: http://amzn.to/2dA4Hfp ●Road Scenes - GoPro Hero 5 Session: http://amzn.to/2imWwcG ●Filmed with Samsung Note 4: http://amzn.to/2ebV7iG ●Backup camera Canon T5i: http://amzn.to/2dQNPq8 ●Canon EFS 10-18mm Lens: http://amzn.to/2eNNeA6 ●Main tripod: http://amzn.to/2dQM1NV ●MacBook Pro 13” 2016: http://amzn.to/2jJal6E
Views: 7573 lanceoa
Which Fidelity Mutual Funds Should I Invest in? 📈 (2019 Fidelity Mutual Funds with High Returns!)
 
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Which Fidelity Mutual Funds Should I Invest in? (2019 Fidelity Mutual Funds with High Returns! 2019 Fidelity Mutual Funds with HIGH returns. Which Fidelity Mutual Fund Should I Invest in? Thinking of investing in Fidelity Mutual Funds? Here are SOME of the 4 best performing Fidelity Mutual Funds of All-Time..... .......... The spreadsheet in the video can be downloaded here: Dropbox link: https://www.dropbox.com/s/tvl73phz9k3g3dx/Top%20fidelity%20mutual%20funds%20of%20all%20time.xlsx?dl=0 Our complete investing library can be found here: Stock Market Investing: https://goo.gl/hi2kK4 Dividend Investing Playlist: https://goo.gl/njSrk2 Video Outline and Time Stamps so you can quickly jump to any topic: •What are Fidelity Factor ETF Dividend Funds? - 0:30 • Fidelity Select Retailing Portfolio Fund (FSRPX) - 2:06 • Fidelity Select Health Care Portfolio Fund (FSPHX) - 7:01 • Fidelity Blue Chip Growth Fund (FBGRX) - 10:52 • Fidelity Select Transportation Portfolio (FSAIX) - 13:23 • Fidelity Mutual Funds Side By Side Comparison - 16:13 • Best Performing Fidelity Mutual Funds 2019 - 17:42 • My Blooper Moment - 20:00 In this very detailed review you will learn about four of the all-time best performing Fidelity mutual funds available. available to invest in. The four Fidelity divdend index funds are as follows: 1. Fidelity Select Retailing Portfolio (FSRPX) 2. Fidelity Select Health Care Portfolio Fund (FSPHX) 3.Fidelity Blue Chip Growth Fund (FBGRX) 4. Fidelity Select Transportation Portfolio (FSAIX) Check out some of our other videos and playlists here: Subscribe for our future weekly videos. New videos typically every Sunday or Wednesday. Do not forget to help out a friend and share this information with them as well. About me: I'm passionate about helping people build wealth by learning more about personal finances, investing and taxes. My mission is to help people improve their financial position career and life. I also enjoy teaching others about the accounting profession, tech tips, and helping people overcome challenges in their everyday life as well as their career. You can find our content on other internet planets such as....... My Website: Moneyandlifetv.com Twitter: https://twitter.com/Mkchip123 Facebook: https://www.facebook.com/moneyandlifetv/ ***Disclaimer*** All of the information in this video is presented for educational purposes only and should not be taken as financial, tax, or investing advice by any means. I am not a financial adviser. Although I am a CPA I cannot advise someone for tax purposes without knowing their complete tax situation. You should always do your own research before implementing new ideas or strategies. If you are unsure of what to do you should consider consulting with a financial adviser or tax accountant such as an Enrolled Agent, or Certified Public Accountant in the area in which you live. Thanks for taking time to check out this video, and our channel. Have a great day and we will see you in the next video!
Views: 2954 Money and Life TV
Key Things to Know about Fixed Income ETFs | Fidelity
 
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Find out more about exchange-traded funds with us at the https://www.fidelity.com/learning-center/investment-products/etf/overview To see more videos from Fidelity Investments, subscribe to: https://www.youtube.com/fidelityinvestments Facebook: https://www.facebook.com/fidelityinvestments Twitter: https://www.twitter.com/fidelity Google+: https://plus.google.com/+fidelity LinkedIn: https://www.linkedin.com/company/fidelity-investments ------------------------------------------------------------------------------------------ Fixed income can be a critical part of nearly every well-diversified portfolio. Used correctly, fixed income can add diversification and a steady source of income to any investor’s portfolio. But how do you choose the right fixed-income ETF? The key to choosing the right fixed-income ETF lies in what it actually holds. U.S. bonds or international bonds? Government securities or corporate debt? Bonds that come due in two years or 20 years? Each decision determines the level of risk you’re taking and the potential return. There are many types of risks to consider with bond investing. Let’s talk more about two in particular: Credit risk and Interest-rate risk. Determining the level of credit risk you want to assume is an important first step when choosing a fixed-income ETF. Do you want an ETF that only holds conservative bonds—like bonds issued by the U.S. Treasury? Or do you want one holding riskier corporate debt? The latter may pay you a higher interest rate, but if the company issuing the bond goes bankrupt, you’ll lose out. ETFs cover the full range of available credit. Look carefully at the credit quality composition of the ETFs underlying holdings, and don’t be lured in by promises of high yields unless you understand the risks. Bonds are funny. Intuitively, you would assume that higher interest rates are good for bondholders, as they can reinvest bond income at higher prevailing interest rates. But rising interest rates may be bad news, at least in the short term. Imagine that the government issues a 10-year bond paying an interest rate of 2%. But shortly thereafter, the U.S. Federal Reserve hikes interest rates. Now, if the government wants to issue a new 10-year bond, it has to pay 3% a year in interest. No one is going to pay the same amount for the 2% bond as the 3% bond; instead, the price of the 2% bond will have to fall to make its yield as attractive as the new, higher-yielding security. That’s how bonds work, like a seesaw: As yields rise, prices fall and vice versa. Another important measure to consider when looking at interest rate risk is duration which helps to approximate the degree of price sensitivity of a bond to changes in interest rates. The longer the duration, the more any change in interest rates will affect your investment. Conversely, the shorter the duration, the less any change in interest rates will affect your investment. Let’s review a few other considerations when looking at fixed income ETFs. First, expense ratios: Because your expected return in a bond ETF is lower than in most stock ETFs, expenses take on extra importance. Generally speaking, the lower the fees, the better. Second, tracking difference: It can be harder to run a bond index fund than an equity fund, so you may see significant variation between the fund’s performance and the index’s returns. Try to seek out funds with low levels of tracking difference, meaning they track their index well. Finally, some bonds can be illiquid. As a result, it’s extra important to look out for bond ETFs with good trading volumes and tight spreads. There are other factors to watch for too, but these are the basics. ETFs can be a great tool for accessing the bond space, but as with anything, it pays to know what you’re buying before you make the leap. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, Rhode Island, 02917 723251.2.0
Views: 59522 Fidelity Investments
💜 The Best Index Funds To Invest In 2019 💜
 
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💜 Monk's Market Moves: http://bit.ly/MonkMove - Be The First To See All My Stock Trades! 💜 These are the best index funds to invest in the stock market in 2019. These top index fund ETFs are very good for the passive investor. I'll go over why these ETFs are good to invest in, expected returns in the stock market, and the best method to buy these index funds. The most popular and well known index fund is the S&P 500, or the Standard and Poor's 500. This index fund contains 500 American companies such as Apple, Amazon, Netflix, Facebook, and Google. This index fund has an average return of 10% a year in the past 100 years. This means you could become a millionaire if you invested just 300 dollars in this index. This is a very safe stock in the stock market because there are 500 companies in one fund. The stock market can crash, causing a dip of 20 to 60%, but over the long term, it'll likely go back up. You can buy the S&P 500 using the ticker symbol VOO in the stock market. The Nasdaq 100 is a great index fund in the market. It contains 100 technology related companies. This index fund is more volatile since 100 companies is less safe than 500. The Nasdaq 100 is for people who prefer to be invested in technology, while the S&P 500 is for people who want to diversify more. The Nasdaq 100 had higher returns than the S&P 500 over the past 10 years. These are both great index funds to invest in the stock market. Perfect stocks for the passive investor who still want to reach a million dollars.
5 Mistakes Investors Make with ETFs | Fidelity
 
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In this video, learn about the five biggest mistakes that investors make when buying ETFs, or exchange-traded funds. To learn the basics about ETFs, visit https://www.fidelity.com/learning-center/investment-products/etf/overview. To get started investing with ETFs, visit https://www.fidelity.com/etfs/overview To see more videos from Fidelity Investments, subscribe to: https://www.youtube.com/fidelityinvestments Facebook: https://www.facebook.com/fidelityinvestments Twitter: https://www.twitter.com/fidelity Google+: https://plus.google.com/+fidelity LinkedIn: https://www.linkedin.com/company/fidelity-investments --------------------------------------------------------------------------------------------- Let’s talk about the five biggest mistakes investors can make when buying exchange-traded funds. ETFs can be good tools for investors - when used appropriately. But with any investment, there are always things to watch out for. Number 1: Buying the Hot New Thing More than 100 new ETF products launch each year, many of them chasing the latest hot trend. Cloud computing, driverless cars, 3-D printing … you name it, there’s an ETF for that. Buying into the latest hot theme might make you big returns, but take care: These product launches may come after there has been a run up in the market. Buying at the top can be painful on the way down. Number 2: Buying Something You Don’t Understand The only thing worse than chasing the hottest trend is buying something you don’t understand. ETFs have taken institutional strategies and made them push-button-easy for everyday investors to access. Want access to commodity futures? There’s an ETF for that. 300% leverage? 200% short? Interest-rate carry plays? Yes to all. But just because you can buy something easily doesn’t mean you should. All of these funds may be good tools, but only if you know how to use them correctly. Number 3: Thinking All ETFs Are Created Equal Consider China. At the start of 2014, there were more than a dozen broad-based China ETFs. For example, had you chosen PGJ, the PowerShares Golden Dragon China ETF, at the start of the year, you would have lost more than 7% of your money. Had you instead chosen ASHR, the Deutsche Xtrackers Harvest CSI 300 China A-Shares ETF, you would have earned a 51% return. Both are “China ETFs.” Both can provide big, diversified portfolios. But ASHR has significant exposure to Chinese Ashares—largely consumer-focused stocks listed and traded on the domestic Chinese market— which performed spectacularly well in 2014. Don’t assume all ETFs are created equal. Just because two ETFs cover the same market doesn’t mean they provide the same exposure or returns. There’s no guarantee which fund will perform better in the future. But if you wanted to invest last year in the growth of the Chinese consumer and the domestic investor base there, a little bit of research would have gone a long way. Number 4: Trading…Just Because You Can Trading is central to ETFs. It’s right there in the name. But just because you can trade an ETF intraday doesn’t mean you should. Emotions are often an investor’s worst enemy. You zig when you should zag; you sell at the bottom and buy at the top. We all do sometimes. The trouble is ETFs make that even easier than traditional mutual funds. ETFs’ intraday liquidity can be great when you need to get into or out of the market quickly. But those situations are rare. Number 5: Only Using Market Orders When you do invest, consider using a limit order versus a market order. Market orders are instructions to buy or sell securities at the best possible price right now. That can work well for the most liquid ETFs, but as you move beyond the top dozen ETFs, you can find yourself getting trades executed at prices you don’t really want. Using a limit order means you agree to buy an ETF at a certain price or below, and sell it at a certain price or above. A limit order puts the control back in your hands and can help you set the price on your terms. Learn from these common mistakes to help avoid making them yourself. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, Rhode Island, 02917 723254.2.0
Views: 202817 Fidelity Investments
Investing in Simple terms – Index | Fidelity
 
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Are you new to investing? Watch these videos to learn about some common investing terms to help you better manage investments and save for the future. To see more videos from Fidelity Investments, subscribe to: https://www.youtube.com/fidelityinvestments Facebook: https://www.facebook.com/fidelityinvestments Twitter: https://www.twitter.com/fidelity Google+: https://plus.google.com/+fidelity LinkedIn: https://www.linkedin.com/company/fidelity-investments Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, Rhode Island, 02917 815921.2.0
Views: 2348 Fidelity Investments
How to Invest in S&P 500 Index Funds - Fidelity Investments
 
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In this video - I show you how to invest in S&P 500 index funds through exchange traded funds also known as ETFS. Personally I think its better to purchase etfs instead of mutual funds because they have lower expense ratios. Etfs are also great whether you are a beginner or advanced investor because you can pretty much gurantee you are going to get the average market returns. However it is recommended that you further diversify your investment accourding your age, so make sure whatever investment choices you make fall in line with your investment strategy. In this video I show you my personal strategy when I purchase S&P 500 etfs. I hope you enjoy. Please feel free to leave a comment down below if you have any questions.
Views: 1263 Erick Vazquez
What is a Sector? – Investing Basics | Fidelity
 
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What’s a sector? Find out how stock sectors are just like shopping malls. Find more articles about investing and personal finance at https://fidelity.com/mymoney To see more videos from Fidelity Investments, subscribe to: https://www.youtube.com/fidelityinvestments Facebook: https://www.facebook.com/fidelityinvestments Twitter: https://www.twitter.com/fidelity Google+: https://plus.google.com/+fidelity LinkedIn: https://www.linkedin.com/company/fidelity-investments _________________________________________________ How else can mutual funds be organized? For one, by something called “sectors.” What’s a sector? Well, it’s a way of organizing companies. Imagine you’re at the local mall and you’re trying to find the food court. So, you look at the mall directory. You see that there are dozens of stores. So, to make it easier for you to find the store you’re looking for, the mall has divided them into categories. For example, you’ll probably see categories for women’s clothing, electronics, gifts, sporting goods, and restaurants. You can think of the stock market as a giant shopping mall. Each mutual fund is a store, and those stores - the mutual funds - fall into certain categories. Another word for these is “sectors.” In the stock market, the categories are things like health care, technology, and precious metals. Some mutual funds invest only in companies in certain sectors. They’re called “sector funds.” So in your stock market shopping mall, you can buy into a health care fund, a technology fund, or a transportation fund. And maybe still have some cash left over to hit the food court. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 691158.3.0
Views: 16024 Fidelity Investments
Chapter 1: Are Mutual Funds or ETFs Right for You? | Fidelity
 
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In this video series, you will learn about whether investing in mutual funds or ETFs might be the right choice for you based on your current financial situation and goals. To open a brokerage account, visit: https://www.fidelity.com/open-account/overview To watch more videos in this series, visit: https://www.youtube.com/playlist?list=PLGKKmEmJDSiKoM-mD24lmaUeupHP62cDW To see more videos from Fidelity Investments, subscribe to: https://www.youtube.com/fidelityinvestments Facebook: https://www.facebook.com/fidelityinvestments Twitter: https://www.twitter.com/fidelity Google+: https://plus.google.com/+fidelity LinkedIn: https://www.linkedin.com/company/fidelity-investments --------------------------------------------------------------------------------------------------------------------------------------------------- Lots of people invest in mutual funds and exchange traded funds, or ETFs for short… and, before investing, many of them probably asked themselves…Which one should I invest in? What’s the best choice for my investing needs? Let’s meet four different individuals who asked these same questions. Mary has a long term savings goal she’s trying to meet. Tom has a good-sized retirement portfolio, but doesn’t want to spend a lot of time managing it. Amy finds herself in a high tax bracket and is concerned about the impact on her investments. And John is actively involved in managing his portfolio, and is looking for investments that allow him to use various trading strategies. Each considers different things, and makes a decision to invest in either a mutual fund or an ETF based on their individual needs. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, Rhode Island, 02917 682198.2.0
Views: 7324 Fidelity Investments
Fidelity's 3 Fund Picks for Value Investors
 
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Looking for long term growth? Value stocks will outperform in 2017, according to Fidelity's Nick Peters. He picks three funds in the UK, US and emerging markets. Morningstar Guest: Nick Peters, Manager of the Fidelity Multi Asset Growth Fund http://www.morningstar.co.uk -~-~~-~~~-~~-~- Please watch: "Should You Be Worried About the Economy?" https://www.youtube.com/watch?v=WUzqTPeI9IM -~-~~-~~~-~~-~-
Views: 2498 Morningstar UK
Top 5 Mutual Funds to Buy in 2018
 
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Free Resources: https://bit.ly/2wymZbJ My pick for the best mutual fund with a 1-year return is the American Funds New Perspective Fund® Class F-1 which boasts a 1-year return of 28.78%. You can find this fund with the ticker symbol NPFFX. Now although future returns are all speculative, that is a phenomenal return for any short-term investor. Hypothetically that means that if you invest $2,500, which is the minimum to invest, today and sell out at the end of the year, you’ll have made $719.50. Now, this fund is of a moderate risk and has 319 holdings, the top 5 of which are Amazon, Facebook Inc. A, Taiwan Semiconductor Manufacturing Co Ltd, Naspers Ltd Class N, and Microsoft Corporation. This fund is technically a world fund which is why you see such a diverse set of holdings. As mentioned earlier this fund is a 5-star fund and has no transaction fees. Alright, so my pick for the best 5-year fund is the Fidelity® 500 Index Fund — Institutional Premium Class which boasts a 5-year return of 15.78%. You can find this fund with the ticker symbol FXAIX.  This fund has no minimum so hypothetically if you invest $2,500 today and sell out in 5 years, you’ll have made roughly $2,703.50 which I found using a custom Excel calculator that accounts for compound interest. Moving into my third pick which is for the mutual fund with the best 10-year return. The fund I pick for this category is the Fidelity® Nasdaq® Composite Index Fund which boasts a 10-year return of 11.09%. You can find this fund with the ticker symbol FNCMX. Similar to the first fund, this fund has a minimum of $2,500 so hypothetically if you invest $2,500 today and sell out in 10 years, you’ll have made roughly $7,156.32 which I again found using a custom Excel calculator that accounts for compound interest. This fund is of a moderate risk and consists of 2,196 holdings, the top 5 of which are Apple Inc., Microsoft Corp, Facebook Inc. A, Amazon Inc., and ALPHABET INC CL C. So I think we’re starting to see a trend here between the top holdings of these funds. As our world becomes more tech-driven, leading companies such as apple an Microsoft will continue to grow. Alright, my fourth pick which is for the best foreign mutual fund is the Fidelity® International Enhanced Index Fund which boasts one year return of 27.59%, a five-year return of 9.35%, and a ten-year return of 2.3%. Because of its weak 10 year return, I would consider this a short to mid-year hold which would be around 2 to 5 years. You can find this fund with the ticker symbol FIENX. Like most Fidelity funds, this fund has a minimum of $2,500 so hypothetically if you invest $2,500 today and sell out in 5 years, you’ll have made roughly $1,406.93. This fund is of a moderate risk and consists of 264 holdings, the top 5 of which are, excuse my pronunciation, NOVARTIS AG (REG), NESTLE SA (REG), ROCHE HLDGS AG (GENUSSCHEINE), TOTAL SA (FRAN), and BAYER AG. So it's nice to see some different holdings than the last funds but I’m sure you saw some familiar names there like Bayer and Nestle. Now the benefit to holding a foreign fund is that it’s less correlated with the US stock market. That means that during a recession, your foreign holdings may fair better than your US holdings. Okay, so my fifth and final pick which is for the best balanced mutual fund is the T. Rowe Price Personal Strategy Growth Fund which has one year return of 21.91%, a five-year return of 11.60%, and a ten-year return of 7.06%. Although a 10-year return of 7.06% is still decent, I would also recommend this as a medium-term hold. You can find this fund with the ticker symbol TRSGX. This fund has a minimum of $2,500 so hypothetically if you invest $2,500 today and sell out in 5 years, you’ll have made roughly $1,827.74. This fund is of a lower risk and consists of Cash, convertibles, domestic bonds, preferred stock, foreign bonds, foreign stock, domestic stock, and others, whatever that means. Because this is a balanced fund, it’s already diversified which makes it a lot easier for the investor. The reason I recommend this fund is because it has a lengthy history of excellent performance and it’s already diversified which makes it a nice holding during a recession.   Thanks for watching and make sure to subscribe so that you don’t miss any future content. I’ll see you later. Social Links: Website: www.wharmstrong.com Twitter: https://twitter.com/wharmstrong1 Facebook: https://www.facebook.com/wharmstrong1/ Instagram: https://www.instagram.com/wharmstrong1/
Views: 29514 Will Armstrong
How to Invest in ETF Index Funds - Fidelity Investments Roth IRA
 
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In this video I explain in-depth the allocation of my investment portfolio. I explain etfs that hold stocks, bonds, and real estate, (REITs). All my investments in inside a ROTH IRA with Fidelity Investments. A Roth IRA allows your money to grow tax. In addition, to my etf holdings, and I set up the reinvestment of dividends also known as DRIPS. I will also explain how you should properly allocate your investments to avoid unnecessary risks. The great thing about etfs is the instant diversification. You can eliminate all unsystematic risks simply by purchases a couple different asset class efts. i hope you enjoy this video. Please leave a comment if you have any questions.
Views: 839 Erick Vazquez
Fidelity now offering four 'zero-fee' mutual funds
 
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CNBC's Dom Chu reports that Fidelity is now offering four "zero-fee" mutual funds.
Views: 1057 CNBC Television
Fidelity first fund to offer no-fee index funds
 
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Fidelity becomes the first fund company to offer core index funds with zero management fees. Kathleen Murphy, Fidelity Personal Investment Business President, joins the 'Power Lunch' team to discuss Fidelity's new Zero Total Market Index Fund and Fidelity Zero International Index Fund.
Views: 3453 CNBC Television
Fidelity mutual funds busted for taking excess risk with your retirement.
 
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We're an investing service that also helps you keep your dough straight. We'll manage your retirement investments and, using NestEgg we can help you with every penny! ---Ready to subscribe--- https://www.youtube.com/jazzwealth?sub_confirmation=1 For more information visit: www.JazzWealth.com --- Instagram @jazzWealth --- Facebook https://www.facebook.com/JazzWealth/ --- Twitter @jazzWealth Investment related questions 📧 [email protected] Business Affairs 📧[email protected]
Views: 5099 Jazz Wealth Managers
Chapter 3: Are Mutual Funds or ETFs Right for You? | Fidelity
 
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In this video series, you will learn about whether investing in mutual funds or ETFs might be the right choice for you based on your current financial situation and goals. To open a brokerage account, visit: https://www.fidelity.com/open-account/overview To watch more videos in this series, visit: https://www.youtube.com/playlist?list=PLGKKmEmJDSiKoM-mD24lmaUeupHP62cDW To see more videos from Fidelity Investments, subscribe to: https://www.youtube.com/fidelityinvestments Facebook: https://www.facebook.com/fidelityinvestments Twitter: https://www.twitter.com/fidelity Google+: https://plus.google.com/+fidelity LinkedIn: https://www.linkedin.com/company/fidelity-investments ----------------------------------------------------------------------------------------------------------------------------- Our third investor is John – he enjoys managing his portfolio, and trades on a fairly regular basis. He wants the flexibility of being able to trade any time during market hours. John also places a lot of importance on the use of different trading strategies to help manage his portfolio and minimize risk. ETFs may have the edge, over mutual funds, in meeting John’s needs they provide flexibility because they trade on exchanges, similar to stocks. This allows for intraday trading as well as the use of the trading strategies John is looking for, which include limit orders, buying and selling on margin, and options. Mutual fund shares are only priced once per day, at the end of the trading day, and can only be bought at the closing price, or Net Asset Value (NAV for short). Finally, John really likes to “know what he owns, and why he owns it”. He wants a high level of transparency to easily review portfolio holdings and holdings in an ETF are disclosed daily, which is more frequent than most mutual funds. Investors have greater visibility into what their money is invested in. John likes what ETFs can offer him, and picks that road. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, Rhode Island, 02917 682198.2.0
Views: 17032 Fidelity Investments
Fidelity Investments And Mutual Fund
 
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Trading at Fidelity With comprehensive research, easy-to-use tools, and exceptional service, Fidelity gives you everything you need to manage your portfolio and help you meet your financial goals. www.fidelityInvestment.com
Fidelity's Portfolio Recommendation Review (2018)
 
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Fidelity is one of the largest investment firms in the world. So, it's not shocking they have a service to meet any investors needs. In this video I review two of the advisory portfolio services that Fidelity offers. As before, assume I am an investor with $50.000 looking to invest. I neglected to review Fidelity's online portfolio recommendation for self-directed investors. Here's a link to their tool for that. https://www.fidelity.com/mutual-funds/fidelity-fund-portfolios/overview If you want to choose a portfolio, and use Fidelity's recommended list, this is going to be tough to beat in terms of diversification and overall cost. You would have to manage the portfolio though. But if you're comfortable doing that, this is a great source for your consideration. The Fidelity GO robo/digital advisor is simply fantastic! .35% is the total all-in fee, which includes the internal expenses of the funds. Awful tough to beat that. Very well diversified, very low cost, automatic rebalancing. An incredible resource. I can't say the same for their Personal Advisory Services Portfolio though. That is VERY pricey and that's before including any expenses the actual investments cost. So, off the three tools I looked at with Fidelity, one is superior, one is good, and the third, I give a big nah. ================================= If you like what you see, a thumbs up helps A LOT. So, give me a thumbs up, please! Don't forget to SUBSCRIBE by clicking here: https://www.youtube.com/channel/UCSEzy4i9xrKPoaU9z0_XbmA?sub_confirmation=1 GET MY BOOK: Strategic Money Planning: 8 Easy Ways To Put Your House In Order It's FREE if you're a Kindle Unlimited Subscriber! https://amzn.to/2wKGi50 GET ALL MY LATEST BLOGPOSTS: http://heritagewealthplanning.com/blog/ PODCAST: https://itunes.apple.com/us/podcast/josh-scandlen-podcast/id1368065459?mt=2 LET'S SOCIALIZE! Facebook: http://Facebook.com/heritagewealthplanning Linkedin: https://www.linkedin.com/in/joshscandlen/ Quora: https://www.quora.com/profile/Josh-Scandlen Google +: https://plus.google.com/u/1/108893802372783791910
Zero-Fee Index Funds Are Here! Here's What It Means For Your Wallet.
 
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It’s an exciting time to be an investor because price wars have been gradually bringing down the cost to invest in recent years. But is it really possible to invest with zero fees? Well, as a matter of fact on August 1, 2018, Fidelity Investments announced two index funds that will operate without annual expense charges (internal expenses) and without a minimum investment requirement. Say that again? We’ve observed the industry has been slowly moving toward zero, and it looks like it has finally gotten there. Join us for this week’s episode of The Money Guy Show to hear us discuss this big news about zero-fee investing and what it can mean for your wallet and future. Subscribe today to stay up to date with our latest shows and highlight videos: https://goo.gl/7XrGvj Our professional focus is on financial planning and investment management, and we leverage our knowledge for your benefit. We help you focus on the things you can control and manage the things you can’t. Visit our site for more info : https://goo.gl/cGsH44 Are you ready to go beyond common sense when it comes to your money? Check out all the resources The Money Guy Show provides: https://goo.gl/pPiLm6
Views: 6645 The Money Guy Show
Fidelity Zero Index Funds | Fidelity
 
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Fidelity is committed to giving you value you can’t find anywhere else. Introducing: _____________________________________________________________ • Stock and bond index mutual funds with lower expense ratios than comparable Vanguard Funds • The industry’s first true zero expense ratio index mutual funds directly to investors • Zero minimum investment Fidelity mutual funds * Zero account minimums and Zero account fees apply to retail brokerage accounts only. ____________________________________________________________ To see more videos from Fidelity Investments, subscribe to: https://www.youtube.com/fidelityinvestments Facebook: https://www.facebook.com/fidelityinvestments Twitter: https://www.twitter.com/fidelity Google+: https://plus.google.com/+fidelity LinkedIn: https://www.linkedin.com/company/fidelityinvestments Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, Rhode Island, 02917 855425.10.0
Views: 4153 Fidelity Investments
How To Invest $100 In Late 2018 and Early 2019 | Best ETFs for Robinhood, Vanguard and Fidelity
 
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What are the best commission free ETFs and mutual funds for building out a global portfolio when you have only $100 to invest. Here is the ETF and fund examples sheet: https://s3.amazonaws.com/moneyfortherestofus/mny223-portfolio-examples.pdf Money For the Rest of Us is a personal finance channel on money, investing and the economy with new videos released every Wednesday. Please subscribe to my channel here: https://www.youtube.com/user/jdavidstein1?sub_confirmation=1 You can get more info about Money For the Rest of Us here: https://moneyfortherestofus.com
401K Investing Basics 📈 401K Investing Strategies  (Part 1)
 
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5 Basic 401k Investing strategies to get higher returns in your 401K Plan. Learn how to pick 401k Investments. 401K (Retirement Investing) [401K Retirement Investing] Basics of 4 01k Investing. 5 Basic 401k Investing Strategies. In 2017 It has never been more important for us to learn how to invest than now.In order for us to retire in the future we have to learn to invest our money to the best of our ability through a combination of 401K and other investments. 1. Discover Your Fund Choices: (Step 1) Find out what investment choices are offered in your current employer's plan. The fund choices, and number of available choices to choose from are going to vary from company to company. If you do not know what is offered ask your human resource department where you can find this information, and what provider they use. Examples of 401K plan providers include John Hancock, Vanguard, and Fidelity to name a few. Typically your provider will have an account you can access online where you can manage your 401K investments, research rate of return, fund choices etc. Log in, or create an account online to begin to perform your analysis. The analysis may take you a few hours depending on the volume of funds you want to look at so you might consider breaking up your research into one hour blocks so you do not get burnt out. 2. Select the Criteria of the Funds You Want to Analyze (Step 2) My 401K plan has roughly 60 investment choices. Yours may have less, or it may have significantly more, it all depends. If you have more than 100 choices I would consider selecting criteria important to you so your analysis will not consume your life. Here are examples of criteria you may want to consider to cut down on the number of funds you are going to look at: - Rate of return over last 5 years, and last 10 years. (Example: Look at funds that have the highest 5 - 10 return on investment) - Fee ratios - Are you more of a risk taker, or more conservative? As you go through this process make sure you are writing down the fund names and ticker symbols as you go. If you can extract the data to excel that may be your best bet to save the most time. Example: Fund Name: Fidelity Contra Fund: Ticker Symbol FCNTX. I would highly suggest using Microsoft Excel. If you do not have excel considering using a binder or notebook so you can keep your notes easily organized. 3. Learn About the Funds (Step 3) It is always hard for me to believe that so many people do not know what they are investing in when it comes to their retirement account, but they know so much about sports, or their favorite reality T.V. show. Generally speaking....through your 401K provider's website you should be able to read about the funds online. I personally look at the following things: - Top Holdings (What stocks make up this mutual fund?) - Are the individual stocks in this mutual fund companies I would want to own? - What is this funds long term track record, how long has the fund be around? I usually like to invest in something that has been around close to ten years or more. - What is the expense ratio? - How Risky is the fund? Take notes as you go so you do not have to redo the work later. If a financial advisor regularly comes to your company to give market updates try to meet with him (or her) to learn more about your retirement plan funds. The advisor should know these funds very well, and should be able to help guide you in this area. This does not mean you should avoid doing the research. If you have done your research ahead of time you can get their opinion on what you are thinking of investing in. 4. Utilize Free Resources such as Yahoo Finance to Aid You in the Research Process (Step 4) Yahoo Finance is one of the most simple investment websites you can use to do additional research on your provider's funds. In my particular plan the thing it was missing was stock charts. I wanted to visually see how the fund was performing, and so I went to Yahoo Finance to do my research. If you cannot see the chart performance on your mutual fund I would highly, highly recommend taking the time to do this step. Generally speaking you want to see a slow and steady increase in fund price over a long period of time. I'm looking for stable long-term growth for last 10 years, or more. 5. Choose Investments or Reallocate Your Current Investments (Step 5) Time to take action! Links: Investopedia 401K Basics:http://www.investopedia.com/articles/retirement/08/401k-info.asp How to select 401K Investments: https://www.betterment.com/resources/retirement/401ks-and-iras/how-to-select-investments-for-your-401k/ Follow me on Facebook: https://www.facebook.com/MKChipfanpage Follow me on Twitter: @Mkchip123 Crushin by Audionautix is licensed under a Creative Commons Attribution license (https://creativecommons.org/licenses/by/4.0/) Artist: http://audionautix.com/
Views: 16041 Money and Life TV
Mutual Funds VS Market Index Funds
 
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Mutual Funds VS Market Index Funds Learn to budget, beat debt, & build a legacy. Visit the online store today: https://goo.gl/GjPwhe Subscribe to stay up to date with the latest videos: http://www.youtube.com/user/DaveRamseyShow?sub_confirmation=1 Welcome to The Dave Ramsey Show like you've never seen it before. The show live streams on YouTube M-F 2-5pm ET! Watch Dave live in studio every day and see behind-the-scenes action from Dave's producers. Watch video profiles of debt-free callers and see them call in live from Ramsey Solutions. During breaks, you'll see exclusive content from people like Rachel Cruze, and Chris Hogan, Christy Wright and Chris Brown —as well as all kinds of other video pieces that we'll unveil every day. The Dave Ramsey Show channel will change the way you experience one of the most popular radio shows in the country!
Views: 463235 The Dave Ramsey Show
Exchange Traded Funds with Fidelity Investments
 
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Gregory A. Friedman, Senior Vice President and Head of Fidelity Investment’s ETF Management and Strategy Group joins us to talk about how to ensure you’re getting the most out of your investments.
Fidelity Zero Total Market Index Fund Review
 
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Summary: Overall this fund is satisfactory to me. I will be purchasing the large cap fund in the future because I believe there is more safety in those stocks in case of an economic downturn. This is more important to me than the possible growth that can be found in mid and small cap stocks. Whats your take? Recorded with https://screencast-o-matic.com
Views: 439 Kurt Alder
Fidelity launches two new zero fee index funds
 
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CNBC's Mike Santoli, Sara Eisen and Wilfred Frost discuss Fidelity announcing plans to double its offerings of free index funds.
Views: 1571 CNBC Television
Chapter 4: Are Mutual Funds or ETFs Right for You? | Fidelity
 
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In this video series, you will learn about whether investing in mutual funds or ETFs might be the right choice for you based on your current financial situation and goals. To open a brokerage account, visit: https://www.fidelity.com/open-account/overview To watch more videos in this series, visit: https://www.youtube.com/playlist?list=PLGKKmEmJDSiKoM-mD24lmaUeupHP62cDW To see more videos from Fidelity Investments, subscribe to: https://www.youtube.com/fidelityinvestments Facebook: https://www.facebook.com/fidelityinvestments Twitter: https://www.twitter.com/fidelity Google+: https://plus.google.com/+fidelity LinkedIn: https://www.linkedin.com/company/fidelity-investments ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- Tom has a fairly sizable retirement portfolio – he is investing for the longterm. While Tom keeps on top of his investments, he doesn’t want to devote a lot of time worrying about all the intricacies that come with an active trading strategy. Yet, he still prefers investments that are professionally managed, and has generally enjoyed success with this strategy so far. And while he is wary of the unknowns of investing – such as incurring potential hidden costs – that doesn’t mean he is just looking for the cheapest investment option out there. Mutual funds can provide Tom with the ability to buy funds with no load, no commissions, no transaction fees – there are over 3,000 no load funds available at Fidelity. And mutual funds are bought and sold at their NAV, so there are no premiums or discounts….NAV stands for net asset value, which is the dollar value of one share of the mutual fund. While an ETF also has a NAV, it can trade at a premium or discount. Why is this important? If an ETF is trading at a premium, its market price is higher than its NAV, so Tom would pay a bit more for the ETF than its holdings are actually worth. And if an ETF is trading at a discount, its market price is lower than its NAV, so Tom would buy the ETF for less than the value of its holdings. Based on his findings, Tom decides that a mutual fund is a better choice for his investing needs. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, Rhode Island, 02917 682198.2.0
Views: 13566 Fidelity Investments
What is an ETF? | Fidelity
 
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In this video, learn more about what an ETF actually is, and how investing in ETFs can affect your portfolio. To learn more about ETFs, visit https://www.fidelity.com/learning-center/investment-products/etf/overview To get started investing with ETFs, visit https://www.fidelity.com/etfs/overview. To see more videos from Fidelity Investments, subscribe to: https://www.youtube.com/fidelityinvestments Facebook: https://www.facebook.com/fidelityinvestments Twitter: https://www.twitter.com/fidelity Google+: https://plus.google.com/+fidelity LinkedIn: https://www.linkedin.com/company/fidelity-investments What is an exchange-traded fund? It’s simple, really. ETFs are baskets of securities designed to provide exposure to different areas of the market. If used correctly, ETFs may be powerful tools for building solid, well-diversified portfolios. If you want exposure to the S&P 500 Index, there’s an ETF for that. Brazilian equities? Corporate bonds? Municipal bonds? Commodities? Yes to all. Let’s look at three key attributes of ETFs. The first attribute is hinted at by the name: exchange-traded funds. ETFs trade throughout the day, like stocks, meaning you can buy or sell them any time the market is open. But intraday trading introduces new challenges and costs. As with stocks, you must pay a spread when you buy or sell an ETF. Unless an ETF is part of a commission-free trading program, you must pay a commission too. Be sure to pay attention to any short-term trading fees that may be incurred within a prescribed time frame when selling an ETF. And while most ETFs trade close to their net asset value, you’ll want to keep an eye on less liquid ETFs to make sure you’re getting a fair price, too. ETFs may trade at a price that is higher (premium) or lower (discount) to their net asset value. The second attribute is cost. Let’s review a few of the reasons ETFs can be a cost efficient investment. For starters, most ETFs are index funds, which means they track the returns of a market index and are passively managed. This type of passively managed product tends to be less expensive than an actively managed product. Secondly, the ETF structure itself provides cost advantages: recordkeeping, transfer agent and other fees may be lower for ETFs than for traditional mutual funds. ETF companies may pass some of these savings along to you, the investor. Remember, though, to consider the costs of trading the ETF before you buy. Just because it has a lower headline expense ratio does not necessarily mean it’s cheaper to own when you consider other costs. The third attribute is tax efficiency. One of the ways that ETFs have the potential to be tax efficient is because there are typically fewer taxable events in an ETF. For example, if you own shares of an ETF, and another shareholder decides to sell some of his shares, that shareholder simply sells the shares to another investor…very similar to selling a stock. In this scenario, there would generally be no capital gains transactions for the other shareholders of the ETF. Keep in mind, the tax treatment from one ETF to another can differ and you should always be sure to read the prospectus for specific details. One last hint when considering ETFs: Be careful when selecting which ETF to buy. While many ETFs sound similar, they don’t always provide the same exposure. Two different biotech ETFs, for instance, can hold very different stocks, and their annual performance can vary quite a bit. Like any investment, you have to do your research and make sure you know what you’re buying. Remember, ETFs are another tool in your investing toolbox, and like any tool, the more you understand how to use them, the more effectively you can put them to work. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, Rhode Island, 02917 723245.2.0
Views: 84860 Fidelity Investments
FIDELITY ZERO | Fidelity
 
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Fidelity is redefining value for investors. Introducing: • Zero account fees • Zero minimums to open an account • Zero minimum investment Fidelity mutual funds • Zero expense ratio index mutual funds * Zero account minimums and Zero account fees apply to retail brokerage accounts only. __________________________________________________________ To see more videos from Fidelity Investments, subscribe to: https://www.youtube.com/fidelityinvestments Facebook: https://www.facebook.com/fidelityinvestments Twitter: https://www.twitter.com/fidelity Google+: https://plus.google.com/+fidelity LinkedIn: https://www.linkedin.com/company/fidelityinvestments Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, Rhode Island, 02917 851604.9.0
Views: 5655 Fidelity Investments
12 Vanguard ETFs and Mutual Funds To Invest In (2018)
 
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In this video we will take a look at twelve vanguard funds that I personally would consider investing into. Let me know which mutual funds and ETFs you are considering for this coming year! Listen to two audio books for FREE by signing up for an Amazon Audible 30 day free trial!!➤➤➤http://amzn.to/2DAuty0 My top 5 investing books: 1. A Random Walk Down Wall Street - http://amzn.to/2FUmrRl 2. One Up On Wall Street - http://amzn.to/2DqgqgW 3. Technical Analysis For Dummies - http://amzn.to/2FQyHlV 4. The Intelligent Investor - http://amzn.to/2FRBbAA 5. Security Analysis - http://amzn.to/2Dq68hP Don't forget to join the Young Investors Facebook group: https://www.facebook.com/groups/theyounginvestors/ Subscribe for more videos like this: https://www.youtube.com/nateobrien?sub_confirmation=1 Check out my second channel here: https://www.youtube.com/channel/UCg60QRUSvLZMF4zHv2ajBqA/featured?sub_confirmation=1 Follow me on social media: Snapchat: nateob2 Instagram: nateobrienn DISCLAIMER: This video and description contains affiliate links, which means that if you click on one of the product links, I’ll receive a small commission. This helps support the channel and allows us to continue to make videos like this. Thank you for the support! Please remember that I am not a financial advisor and you are solely responsible for the investment decisions that you make This channel is funded by donations from subscribers like you! Every donation is greatly appreciated! ➤➤➤ https://www.paypal.me/NateOBrien Send me something! (Letters are more fun than emails!) PO Box 7329 NEW YORK, NY 10116
Views: 16345 Nate O'Brien
Vanguard Index Funds For Beginners!
 
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WEBULL: "Get a FREE STOCK just for signing up!" 💰 http://ryanoscribner.com/webull FOLLOW ME ON INSTAGRAM FOR DAILY MOTIVATIONAL CONTENT ✔️ @ryanscribnerofficial _______ Ready to start investing? 🤔💸 WEBULL: "Get a FREE STOCK just for signing up!" 💰 http://ryanoscribner.com/webull BETTERMENT: "Passive investing, they manage everything for you." 📈 http://ryanoscribner.com/betterment FUNDRISE: "Passive real estate investing, 8 to 11% returns." 🏠 http://ryanoscribner.com/fundrise M1 FINANCE: "Invest in partial shares of stocks like Amazon." 📌 http://ryanoscribner.com/m1-finance LENDING CLUB: "Become the bank and make interest on loans." 🏦 http://ryanoscribner.com/lending-club COINBASE: "Get $10 in free Bitcoin (when you fund $100)." ⭐ http://ryanoscribner.com/coinbase _______ Want more Ryan Scribner? 🙌 MY INVESTING BLOG ▶︎ https://investingsimple.blog/ FREE INVESTING COURSE ▶︎ http://ryanoscribner.com/free-course FACEBOOK GROUP FOR ENTREPRENEURS ▶︎ https://www.facebook.com/groups/164766680793265/ COURSE CREATION COMPANION ▶︎ http://ryanoscribner.com/course-creation-companion LIKE MY FACEBOOK PAGE ▶︎ https://www.facebook.com/ryanoscribner/ PASSIVE INCOME MASTERCLASS LIVE EVENTS ▶︎ http://ryanoscribner.com/passive-income _______ Premium Educational Programs 🧐 PRIVATE STOCK MARKET INVESTING SITE 📊 http://ryanoscribner.com/stock-radar STOCK MARKET INVESTING COURSE 📈 http://ryanoscribner.com/stock-market-investing-course _______ Ready to keep learning? 🤔📚 Learn A New HIGH INCOME Skill 💰 https://www.fumoneywithryan.com My Favorite Personal Finance Book 📘 https://amzn.to/2NiyDiz My Favorite Investing Book 📗 https://amzn.to/2KEyd7D My 2nd Favorite Investing Book 📗 https://amzn.to/2tZmxBU My Favorite Personal Development Book 📕 https://amzn.to/2KJKgRn Not a fan of reading? Join Audible and get two free audio books! ❌📚 http://ryanoscribner.com/audible _______ DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. While it is possible to minimize risk, your investments are solely your responsibility. It is imperative that you conduct your own research. I am merely sharing my opinion with no guarantee of gains or losses on investments. AFFILIATE DISCLOSURE: I am affiliated with a number of the offerings on this channel. This includes the links above under "Ready To Start Investing" as well as other influencers I bring on the channel. This also includes the use of Amazon affiliate links. HOLDINGS DISCLOSURE: I am long General Electric (GE), Alibaba (BABA), JD(.)com (JD), Facebook (FB), Apple (AAPL) and National Grid (NGG). I own these stocks in my stock portfolio. (Send me something) Scribner Media LLC PO Box 641 Ballston Spa, NY 12020
Views: 317703 Ryan Scribner
Fidelity's First Half of 2018
 
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The firm's changes to target-date asset allocation for some funds seem to be a strategic shift. Plus, turnover, ratings changes, and performance at the midyear mark. For all Morningstar videos: http://www.morningstar.com/articles/archive/467/us-videos.html
Views: 1271 Morningstar, Inc.
Dividend Paying Mutual Funds
 
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Dividend Paying Mutual Funds mentioned in this video: Vanguard High Dividend Yield Index (VHDYX) Vanguard Dividend Growth Fund (VDIGX) Fidelity Strategic Dividend & Income (FSDIX) In this video we cover: 1) What is a dividend paying mutual fund? 2) Top 3 Dividend Paying Mutual Funds 3) What to look for when buying a dividend paying mutual fund: - Low expense ratio - Decent 5 & 10 yr return - Low turn over ratio - Yield % My Dividend Investing Book: http://amzn.to/2uveFtL Want to become debt free? This book covers step by step how to do it: http://amzn.to/2vYK5GK
Views: 2157 InvestingWisely
📈 Index fund investing for retirement? | The Dough 💲how
 
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Today we will cover the pros and cons of index fund investments and Dustin says he plans to rant a little so beware. While many investors look at index funds for their retirement plan, most investors focus on cost and do not even know what index funds are. While saving money is great, shouldn't you be asking more questions about Index funds and how they work? Today we will cover Index funds and make arguments for both sides of them for your retirement investing.
Views: 4568 Jazz Wealth Managers
Chapter 5: Are Mutual Funds or ETFs Right for You? | Fidelity
 
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In this video series, you will learn about whether investing in mutual funds or ETFs might be the right choice for you based on your current financial situation and goals. To open a brokerage account, visit: https://www.fidelity.com/open-account/overview To watch more videos in this series, visit: https://www.youtube.com/playlist?list=PLGKKmEmJDSiKoM-mD24lmaUeupHP62cDW To see more videos from Fidelity Investments, subscribe to: https://www.youtube.com/fidelityinvestments Facebook: https://www.facebook.com/fidelityinvestments Twitter: https://www.twitter.com/fidelity Google+: https://plus.google.com/+fidelity LinkedIn: https://www.linkedin.com/company/fidelity-investments -------------------------------------------------------------------------------------------------------------------------------------------------------------------- Amy is an investor that finds herself in a high tax bracket, and is quite concerned with this situation. She needs an investment that offers her tax efficiency in her taxable account. After some research, Amy has found that if a mutual fund and an ETF are similar, the ETF, in general, has the potential to be more tax efficient than the mutual fund. Why is that? Let’s say Amy owns shares in an ETF, and another shareholder decides to sell some of his shares. That shareholder simply sells the shares to another investor…very similar to selling a stock. There would generally be no capital gains transactions for the ETF as a whole, or for the other shareholders of the ETF. However, if Amy owns shares in a mutual fund, and another shareholder decides to sell some of his shares, the mutual fund may need to sell some securities to raise the cash needed to meet that redemption. This action may incur capital gains for ALL of the mutual fund’s shareholders. Amy does not want her exposure to taxes impacted by the action of other shareholders. For this reason, she opts to invest in the ETF. And Amy is also happy to learn that, at Fidelity, she has access to research tools to help find and evaluate ETF investments. And numerous choices, including Fidelity’s sector ETFs and iShares® ETFs, which she can buy commission-free online. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, Rhode Island, 02917 682198.2.0
Views: 11313 Fidelity Investments
Dave Ramsey Recommends Mutual Funds Over ETFs
 
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Learn to budget, beat debt, & build a legacy. Visit the online store today: https://goo.gl/GjPwhe Subscribe to stay up to date with the latest videos: http://www.youtube.com/user/DaveRamseyShow?sub_confirmation=1 Welcome to The Dave Ramsey Show like you've never seen it before. The show live streams on YouTube M-F 2-5pm ET! Watch Dave live in studio every day and see behind-the-scenes action from Dave's producers. Watch video profiles of debt-free callers and see them call in live from Ramsey Solutions. During breaks, you'll see exclusive content from people like Rachel Cruze, and Chris Hogan, Christy Wright and Chris Brown —as well as all kinds of other video pieces that we'll unveil every day. The Dave Ramsey Show channel will change the way you experience one of the most popular radio shows in the country!
Views: 96168 The Dave Ramsey Show
Stocks and Bonds 101 | Fidelity
 
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Get started with investing by understanding the basics: stocks and bonds. To learn more about getting started with the stock market, visit: https://www.fidelity.com/mymoney/investing To open a brokerage account, visit: https://www.fidelity.com/open-account/overview To watch more videos for beginner investors, visit: https://www.youtube.com/playlist?list=PLGKKmEmJDSiL041acBKlWMsu2P-FndXji To see more videos from Fidelity Investments, subscribe to: https://www.youtube.com/fidelityinvestments Facebook: https://www.facebook.com/fidelityinvestments Twitter: https://www.twitter.com/fidelity Google+: https://plus.google.com/+fidelity LinkedIn: https://www.linkedin.com/company/fidelity-investments ------------------------------------------------------------------------------------------ There’s a lot of investment lingo out there. Do you ever feel like you don’t know where to start? Let's tackle two of the most basic investing types you should know: Stocks and Bonds Let’s start with Stocks. When a company needs money to expand or grow their business, they can sell stock to the public. In exchange for that money, the INVESTORS (the people who buy a stock) now “own” a piece of that company. Investors can make money on stocks by buying them when they have a lower value and selling them when they have more value. Investors can also make money by sharing in a regular payout from the company to its shareholders, something that’s also known as DIVIDENDS. Not all companies pay regular dividends, but when they occur, dividends and changes in share price are both part of total return, which is your total gain or loss on an investment. What about Bonds? When you buy a bond, you are actually loaning money to a company, government, or government agency. The money is typically used for things like construction and other projects. During the life of the bond, an investor gets paid interest at steady, predetermined times. Interest is basically the money you are given by the borrower in return for lending them the money. At the end of the loan’s life, the borrower returns the money you initially lent them. You can trade bonds in the market, just like you can trade a stock. Bonds are considered less risky investments than stocks, but they also typically have lower total returns. So what did we learn? A Stock: A share in the ownership of a company A Bond: An interest-earning loan you make to a company or government. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, Rhode Island, 02917 741648.2.0
Views: 106171 Fidelity Investments
Fidelity Zero Expense Ratio Portfolio Update 2-8-2019 - NEW PORTFOLIO!
 
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Fidelity Zero Expense Ratio Portfolio Update 2-8-2019 - NEW PORTFOLIO! // It's time for the weekly Fidelity Zero Expense Ratio Portfolio Update. This is a brand new portfolio I opened with Fidelity as they have new zero-expense ratio index funds that follow the market. You can't beat the price of $0! So this is another #investingstrategy to try out. Hope all your portfolios are doing great and working to #buyyourfreedom -- If your new to the community, my channel is all about investing in the stock market, specifically dividend investing with a side of growth. I encourage everyone to start investing early for their future. Join me on my journey to financial freedom. I also do experimental portfolios to see what happens and to keep it entertaining. :-) Be sure to subscribe for future updates! I put videos out every Weekend. --- https://m1.finance/sNKRrL2_c - ROTH IRA 100 STOCK PORTFOLIO https://m1.finance/XxBK_y7F4 - 10% YIELD CRAZY AGGRESSIVE DIVIDENDS https://m1.finance/o61HPHzAz - COMPLETELY RANDOM STOCKS https://m1.finance/ju-3RNEiu - NO DEBT ALLOWED! https://m1.finance/fp2q0tPMk - MONTHLY DIVIDENDS https://m1.finance/ORGHZ4ux4 - NO RULES! If you want a solid beginner portfolio, I created this well diversified one for those getting started in investing: https://m1.finance/ytC1Ptg14 And be sure to watch my video: Complete Beginners Guide To Investing https://www.youtube.com/watch?v=gLoG6S76ChE&t=3s -- If you want to start your own M1 Finance portfolio and want a free $10 ($25 in Jan. 2019), please consider using my link and we will both get rewarded! https://mbsy.co/pW7Jt --- If you want to start a Robinhood account, again please consider using my link and we both will get a free stock! https://share.robinhood.com/willias4242 --- Touch base with me on Twitter: https://twitter.com/BillSchultzOMC --- Check out all my Dividend Investing videos! https://www.youtube.com/watch?v=y9H1siI957U&list=PLB35pQ9dCI7ib_NIC-7gqo0D6wxN9SswO --- Learn how I do quick & easy stock analysis! https://www.youtube.com/watch?v=mytbwk5F9_s&list=PLB35pQ9dCI7hRhX0c20NQsUIE3waAsqbn And more in depth analysis: https://www.youtube.com/watch?v=E3NzKDReXmk&list=PLB35pQ9dCI7i1T0Ks0RiLzQ0W-2I7Ntlg&index=6 --- Learn about Investing and the Stock Market: Stock Market Knowledge for Beginners https://www.youtube.com/watch?v=VhU1bXpIeIk&list=PLB35pQ9dCI7i1T0Ks0RiLzQ0W-2I7Ntlg --- If you are interested in how I made my spreadsheet, feel free to make a copy and modify it to suit yourself! https://docs.google.com/spreadsheets/d/1x0t5_AizeSAbymfew0Wn_gYP5lUPjikianspAYqLVKU/edit?usp=sharing --- Remember to subscribe for more updates and videos! https://goo.gl/2rsWXT --- Disclaimer: I'm not a financial adviser, tax adviser, or any other adviser. If you plan on investing in things mentioned in my videos, see your own adviser before making any investment. I am not responsible for any loss you may have if you take advice from my videos.
Views: 223 Bill Schultz
Fidelity Beats Vanguard Expense Ratios for Index ETFs - Your Retirement Is At Stake!
 
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Index Investors Know Value When They See It: https://www.fidelity.com/mutual-funds/investing-ideas/index-funds Just a short video comparing the two biggest investment firms with over $6 Trillion combined in “assets under management”! Subscribe, Comment, & Thumbs Up for more!
Views: 2150 lanceoa
Follow Warren Buffett: Buying the S&P500 Index (SPY vs VOO vs Vanguard)
 
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http://www.lifestyletrading101.com The famous and most successful investor of all-time Warren Buffett recommends buying a low-cost index fund spread out over time (dollar-cost averaging). Specifically, he recommends the Vanguard S&P500 Index Fund. Of course, there are multiple ways you can take on Buffett’s recommendation to invest in the index fund and we’ll talk about the most popular ones here with a look at pros and cons of each. Holders of these index funds are typically eligible for dividends when you hold into the Ex-Div Date. Learn more about how ex-div and dividends work here: Dividends: http://www.lifestyletrading101.com/spy-ex-div-dates-2017/ More Information: http://www.lifestyletrading101.com/buying-the-sp500-index-fund-vanguard-vfiax-vs-voo-vs-spy/ More on Buffett's best investment advice: http://www.lifestyletrading101.com/warren-buffetts-best-investment-advice-buy-index-funds/
Views: 185870 Stock Surfer
3 Top Allocation Funds Across Categories
 
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Fidelity Four-in-One Index, Dodge & Cox Balanced, and Vanguard Wellesley Income offer a range of equity allocations for all types of investors. For all Morningstar videos: http://www.morningstar.com/cover/videocenter.aspx
Views: 1110 Morningstar, Inc.
Fidelity Freedom Funds: What You MUST Know!
 
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Fidelity Freedom Funds made DRASTIC changes to their approach in 2014. Consequently, they've improved performance numbers significantly. Is this a reason you should now reconsider their funds though? In this video we discuss the changes Fidelity made to their management approach to their Freedom Funds and why they made the changes to begin with. Turns out Fidelity has been underperforming for years and assets were flying out the door. So, to stem the outflow FIdelity made their Freedom MUCH more aggressive. Now their Freedom 2020 Fund is 50% more aggressive than their average peer. The results since they made the change have paid off, as their performance has improved quite a bit. But this should come as no surprise. Increased exposure to stocks, when the stock market is booming, equals greater performance. No getting around that. However, Fidelity continues to bleed assets out of its Freedom Funds. They have not been able to stem the flow even while their numbers have improved. They still have BILLIONS UPON BILLIONS of dollars in these funds though. My concern is what happens when the next bear comes around? Well, the ten day period of this year (2018) at the end of January and into February gave us a look. In those ten days, the Fidelity Freedom 2020 Fund was down 6%! Remember a lot of people invest in the earlier years target/freedom/lifecycle/lifestrategy funds because they assume these funds have less risk. Yet, Fidelity 2020 fund has 60% stocks! That's not less risk by any stretch and can be witnessed by a 6% decline in a ten day period we just saw. Now being more aggressive is not a good or bad thing. In fact, one can easily make the case being 60% stocks for someone who is going to retire in 2 years and expects to live for another 30 years is actually a smart move. But, But, BUT, does that investor realize that the fund he is investing in is that aggressive? I suspect not. And that's what you need to know. Understand your investments! For more financial planning related information such as this, please subscribe and go to www.joshscandlen.com. Thanks! ================================= If you like what you see, a thumbs up helps A LOT. So, give me a thumbs up, please! Don't forget to SUBSCRIBE by clicking here: https://www.youtube.com/channel/UCSEz... GET MY BOOK: Strategic Money Planning: 8 Easy Ways To Put Your House In Order It's FREE if you're a Kindle Unlimited Subscriber! https://amzn.to/2wKGi50 GET ALL MY LATEST BLOGPOSTS: http://heritagewealthplanning.com/blog/ PODCAST: https://itunes.apple.com/us/podcast/j... LET'S SOCIALIZE! Facebook: http://Facebook.com/heritagewealthpla... Linkedin: https://www.linkedin.com/in/joshscand... Quora: https://www.quora.com/profile/Josh-Sc... Google +: https://plus.google.com/u/1/108893802...
AJ Bell Youinvest Fundamentals - Fidelity Index World Fund P (Acc)
 
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This week, Russ Mould looks at Fidelity Index World Fund P (Acc), the tracker fund that sits within our list of 72 favourite funds. Fundamentals is a regular look at the world of funds and collectives by AJ Bell Investment Director, Russ Mould. These videos highlight one of the most popular purchases on the AJ Bell Youinvest platform - and then analyses why investors might be buying it right now. Visit www.youinvest.co.uk
Views: 436 AJ Bell Youinvest