6 FIDELITY INDEX FUND STRATEGIES FOR THE AVERAGE JOE (2021)

In this video we are talking about Fidelity Index Funds. More specifically we are talking about 6 different Fidelity Index Fund Strategies for the Average Joe investor out there. No matter your risk tolerance or time frame to retirement, there is an index fund strategy here for you.


Want to increase your option selling knowledge and get started! JOIN THE PATREON COMMUNITY! You can also Work with Joe 1 ON 1!

WANT ACCESS TO ALL OF MY SPREADSHEETS I USE ON THE CHANNEL ALONG WITH THE MONTHLY DIVIDEND STOCK SPREADSHEET AND INSTANT AWARENESS OF CHANGES TO MY PORTFOLIO? JOIN THE PATREON COMMUNITY!

Need a GREAT Dividend Tracker for your portfolio? Here is what I use and it is EXCELLENT:

This communication/content is for informational purposes only and is not intended as personalized investment advice, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This communication should not be relied upon for purposes of transacting in securities or other investment vehicles.

00:00 INTRODUCTION
01:07 INDEX FUND STRATEGY #1
05:52 INDEX FUND STRATEGY #2
08:37 INDEX FUND STRATEGY #3
13:00 INDEX FUND STRATEGY #4
15:04 INDEX FUND STRATEGY #5
17:47 INDEX FUND STRATEGY #6

[youtubeexpert]

Your channel helped me start my investing with index funds. You’re very thorough and detailed and I appreciate that.

[enmanuelsuarez]

I subscribed, I'm gonna be using the firtst strategy , as a beginner seem like good choice to start, 1000 monthly on those

[WanderlustingLawyer]

New subscriber. Happy to have found your channel!

[brittlosh]

Subscribed! Just started with 250 in my Roth! I split it between domestic and international index:)

[scaleskl]

These videos are super helpful! I invest with Fidelity and I find myself reviewing these videos more than once and sharing them with others!! Great job!

[politicscommentator]

Hello Joe. This is a great informative video on explaining the various easy and simple ways to invest in index funds through Fidelity. If I may, I would suggest to have a 4 funds portfolio where you have large, mid, small, and international index funds. Gives you a broad diversification across all types of companies.

[Stolies]

Great video - second one I've seen since subscribing to your channel. Keep it going!

[LobstahLovah]

I subscribed and just bought into every fidelity index your went over. I don’t subscribe to many investment blogs but I like your straight forward, no nonsense approach. And P.S. love your blue eyes

[FinanzasPersonalesyAlgoMas]

I started investing in the Zero Total and the Zero International last year and I can’t complain. Every time I get pay, I buy more. I have a direct deposit to those accounts.

[meganelkins]

So glad i found your channel. Youre a wonderful teacher. Thanks for all of your work. Its greatly appreciated 💝

[natebrewer]

New sub here and thanks for sharing this. As soon as my transfer account is approved I’m getting a few of these more than likely.👍🏾

[XJ]

Just subscribed. Great advice from many of your videos I’ve seen so far. Just bought my first home as part of my strategy to stop my dependence on a paycheck. Saving for investment properties and going to start socking away money in precious metals and index funds. Been a dabbler in individual stocks, but just don’t have the time to constantly tweak my protfolio - these funds seem like a great way to go. I don’t make much money, but with some discipline and luck I’ve done okay. Definitely don’t want to work my whole life away though.

Anyway great channel!

[Bryan]

Since FSKAX is a total market fund would it hurt if I also had SCHD in the same portfolio

[karlbe]

Excellent and good timing. As I just opened a new individual brokerage account and am about to open a solo 401k, both with Fidelity. Already have their completely free HSA account. You brought up some great funds. Am doing well with FZROX and FZILX for the past 2 years.
6 approaches is a bit much for one video, I would have gone with 2 videos of 3 approaches and maybe include more detail as to why and what allocations. Great trading platform!

[trackourmoney]

Good video Joe. Lots of great funds here.

[TheTroopersCorner]

Again, I really appreciate your videos, I had been planning on investing with Fidelity but had no idea how to get started.

[UsernameIsTakenByNobody]

I subscribed! This is one of my favorite videos that helped my decision making process when figuring out which funds to choose for my Roth. Appreciate the help!!

[evelynz]

Great video! Just for money in my account and read just trying to figure out which Index funds to get, your video strategies made it much easier!!

[BiswaRanjanNanda]

WOW first time here. too much knowledge gained. +1 like and Subscriber !! Keep doing the good job Joe.

[cindyz]

I subscribed 😊 thank you for the throughout explanation. Would love to learn more from you.