u*******r 发帖数: 2855 | 1 刚刚在Fidelity开了一个Roth IRA,放了5K,本来想买指数的,结果发现它家最低的要求
的指数基金都是10K.能不能推荐一个5K就能买得长期持有的MF?写写 |
r**m 发帖数: 1825 | 2 Fidelity 很糟糕,我现在正想着转出来。
交易费高,MF的performance 差。
【在 u*******r 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 刚刚在Fidelity开了一个Roth IRA,放了5K,本来想买指数的,结果发现它家最低的要求 : 的指数基金都是10K.能不能推荐一个5K就能买得长期持有的MF?写写
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u*******r 发帖数: 2855 | 3 转到哪?
【在 r**m 的大作中提到】![](/moin_static193/solenoid/img/up.png) : Fidelity 很糟糕,我现在正想着转出来。 : 交易费高,MF的performance 差。
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r**m 发帖数: 1825 | 4 scottrade
【在 u*******r 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 转到哪?
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m**********r 发帖数: 887 | |
w*****y 发帖数: 2182 | 6 vanguard voyager 也要至少20刀,还是贵
【在 m**********r 的大作中提到】![](/moin_static193/solenoid/img/up.png) : vanguard很好啊
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c*****x 发帖数: 429 | 7 Fidelity Four-in-One Index Fund (FFNOX)
Minimum in retirement accounts (including IRAs): $2,500 |
c*****x 发帖数: 429 | 8 That is for ETFs; Vanguard MFs are free at Vanguard
【在 w*****y 的大作中提到】![](/moin_static193/solenoid/img/up.png) : vanguard voyager 也要至少20刀,还是贵
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D******e 发帖数: 1222 | 9 同问, 哈哈. 好久不见萨!
【在 u*******r 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 刚刚在Fidelity开了一个Roth IRA,放了5K,本来想买指数的,结果发现它家最低的要求 : 的指数基金都是10K.能不能推荐一个5K就能买得长期持有的MF?写写
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u*******r 发帖数: 2855 | 10 回答问题,哈
【在 D******e 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 同问, 哈哈. 好久不见萨!
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u*******r 发帖数: 2855 | 11 Thanks!
【在 c*****x 的大作中提到】![](/moin_static193/solenoid/img/up.png) : Fidelity Four-in-One Index Fund (FFNOX) : Minimum in retirement accounts (including IRAs): $2,500
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g***8 发帖数: 27 | 12 同样想买指数基金,正准备在Vanguard买500index。应该没有手续费什么的,3000起,
0.18%expense ratio。但是犹豫不决这个大盘会不会再调整。 |
m**********r 发帖数: 887 | |
t*m 发帖数: 4414 | 14 我DCA买这个MF三年了,也没挣到啥钱。现在准备换别的买了。
【在 c*****x 的大作中提到】![](/moin_static193/solenoid/img/up.png) : Fidelity Four-in-One Index Fund (FFNOX) : Minimum in retirement accounts (including IRAs): $2,500
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l******u 发帖数: 3169 | 15 这个是fund of funds,是不是有二次收费的问题
我觉得active fund里面contrafund(large cap)和low price stock(mid cap)都不错,
两个manager都有proven long-term record。
【在 c*****x 的大作中提到】![](/moin_static193/solenoid/img/up.png) : Fidelity Four-in-One Index Fund (FFNOX) : Minimum in retirement accounts (including IRAs): $2,500
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n******n 发帖数: 12088 | 16 why not buy index etf? it's also free and no minimum requirement at all.
【在 u*******r 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 刚刚在Fidelity开了一个Roth IRA,放了5K,本来想买指数的,结果发现它家最低的要求 : 的指数基金都是10K.能不能推荐一个5K就能买得长期持有的MF?写写
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l******u 发帖数: 3169 | 17 我对ETF的理解是它只在一般的情况下track NAV,如果遇到极端的挤兑还是有可能
discount的。。。还有一个问题就是ask-bid spread,如果dollar cost averaging的
话也会成为成本的一部分。话说回来,Vanguard的free ETF还是很有吸引力的。。。
【在 n******n 的大作中提到】![](/moin_static193/solenoid/img/up.png) : why not buy index etf? it's also free and no minimum requirement at all.
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n******n 发帖数: 12088 | 18 then mf would have the same issue.
in addition, if there's run, it's even better as it must be a panic time
when u should be greedy instead of fearful.
for those big etf's ivv or iwm in fidelity, the spread is very small.
fidelity's free etf's are even better. they are from ishare, one of the
biggest etf players. schwab and vanguard etf are not that popular.
【在 l******u 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 我对ETF的理解是它只在一般的情况下track NAV,如果遇到极端的挤兑还是有可能 : discount的。。。还有一个问题就是ask-bid spread,如果dollar cost averaging的 : 话也会成为成本的一部分。话说回来,Vanguard的free ETF还是很有吸引力的。。。
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t*m 发帖数: 4414 | 19 BOA不是能 free trade 100 次吗
干嘛去 fidelity 买 etf?
averaging的
【在 n******n 的大作中提到】![](/moin_static193/solenoid/img/up.png) : then mf would have the same issue. : in addition, if there's run, it's even better as it must be a panic time : when u should be greedy instead of fearful. : for those big etf's ivv or iwm in fidelity, the spread is very small. : fidelity's free etf's are even better. they are from ishare, one of the : biggest etf players. schwab and vanguard etf are not that popular.
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p********x 发帖数: 5583 | 20 BROKERAGE IRA 账户里面钱不多的话,是不是要收年费的。
【在 l******u 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 我对ETF的理解是它只在一般的情况下track NAV,如果遇到极端的挤兑还是有可能 : discount的。。。还有一个问题就是ask-bid spread,如果dollar cost averaging的 : 话也会成为成本的一部分。话说回来,Vanguard的free ETF还是很有吸引力的。。。
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n******n 发帖数: 12088 | 21 it's wells fargo, with balance requirement, and user experience of
wellstrade is awful.
fidelity is much better.
【在 t*m 的大作中提到】![](/moin_static193/solenoid/img/up.png) : BOA不是能 free trade 100 次吗 : 干嘛去 fidelity 买 etf? : : averaging的
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t*m 发帖数: 4414 | 22 boa 的 mirrell edge direct上礼拜还有free trade啊。 这礼拜改章程了?
【在 n******n 的大作中提到】![](/moin_static193/solenoid/img/up.png) : it's wells fargo, with balance requirement, and user experience of : wellstrade is awful. : fidelity is much better.
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n******n 发帖数: 12088 | 23 he's talking about 100 free trade, wellstrade's trademark.
boa has 30/mo free trades but more strict rule on account balance.
【在 t*m 的大作中提到】![](/moin_static193/solenoid/img/up.png) : boa 的 mirrell edge direct上礼拜还有free trade啊。 这礼拜改章程了?
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l******u 发帖数: 3169 | 24 Vanguard是的,不过才20而已啊
【在 p********x 的大作中提到】![](/moin_static193/solenoid/img/up.png) : BROKERAGE IRA 账户里面钱不多的话,是不是要收年费的。
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y****e 发帖数: 23939 | 25 这三年的业绩,没有几个MF挣了钱吧
【在 t*m 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 我DCA买这个MF三年了,也没挣到啥钱。现在准备换别的买了。
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S**C 发帖数: 2964 | 26 I do not need any terrific experience to buy and sell MF. To be able to have
free trade with low minimum institutional class funds is far more important
to me.
【在 n******n 的大作中提到】![](/moin_static193/solenoid/img/up.png) : it's wells fargo, with balance requirement, and user experience of : wellstrade is awful. : fidelity is much better.
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n******n 发帖数: 12088 | 27 who's trading mf's with fee?
have
important
【在 S**C 的大作中提到】![](/moin_static193/solenoid/img/up.png) : I do not need any terrific experience to buy and sell MF. To be able to have : free trade with low minimum institutional class funds is far more important : to me.
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S**C 发帖数: 2964 | 28 Well I will give you an example.
At Vanguard I could buy PTTRX for $25,000 or more. If I want to invest in
PIMCO total return with that amount, I will buy PTTRX at Vanguard and pay
the transaction fee, rather than buy PTTDX which is NTF.
【在 n******n 的大作中提到】![](/moin_static193/solenoid/img/up.png) : who's trading mf's with fee? : : have : important
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t*m 发帖数: 4414 | 29 插一句,现在买PTTRX是不是太risky了?
【在 S**C 的大作中提到】![](/moin_static193/solenoid/img/up.png) : Well I will give you an example. : At Vanguard I could buy PTTRX for $25,000 or more. If I want to invest in : PIMCO total return with that amount, I will buy PTTRX at Vanguard and pay : the transaction fee, rather than buy PTTDX which is NTF.
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t*m 发帖数: 4414 | 30 bond funds 都挣钱了
【在 y****e 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 这三年的业绩,没有几个MF挣了钱吧
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