Fidelity Index Funds For Beginners (DETAILED TUTORIAL)

FIDELITY INDEX FUNDS FOR BEGINNERS // This video gets super-specific. What index funds are, how to buy Fidelity index funds, which Fidelity index funds to buy, and how much to buy of each Fidelity index fund!

***ATTENTION: I have a new Instagram and TikTok handle @itsrosehan ***
That's my official account, and I will NEVER message you about investment schemes, so please be careful and block & report any scammers posing as me.

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***FREE DOWNLOAD: INDEX FUNDS CHEATSHEET

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***BOOKS I RECOMMEND 📚***

I Will Teach You to Be Rich (hilarious how-to book on personal finance for millennials)

The Little Book of Common Sense Investing (Jack Bogle's classic advice on index funds)

InvestED (step-by-step, millennial-friendly advice on how to pick stocks like Warren Buffett)

Unshakeable (this book = courage. blast ALL the fears & misconceptions you have about investing)

Rich Dad Poor Dad (#1 selling personal finance book of all time... need I say more?)

Think and Grow Rich (the ultimate book on money mindset and wealth consciousness)

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***MY FAVORITE MONEY TOOLS 🖤***

YNAB (I literally can't live without this budgeting app, so obsessed)

Wise (like Venmo but for international currencies - I use this app a LOT for my life in Mexico)

Ledger Nano S (crypto storage hardware wallet, because "Not Your Keys, Not Your Crypto"!):

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DISCLAIMERS & DISCLOSURES ❤

This content is for education and entertainment purposes only. Rose does not provide tax or investment advice. The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal.

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SAY HI ON SOCIAL! 👋🏼

[jonathanhuertas]

I am learning everything at age 23, I’m grateful that my 65 year old self will thank me

[miaportillo]

I work for Fidelity Investments! I'm so happy to see y'all looking out for each other and investing in yourselves and the future of your families! ! <3

[nsanenthembrane]

This was the clearest video I’ve seen on investing in a fidelity Roth IRA. Thank

[obbe]

“Start now and perfect later” this was for me. I’m so scared of making a mistake I’ve been stagnant with investing for years 😩

[nicksalem]

I bought all of these funds a year ago when you posted this and all are doing great! All of them are up from 6% to 37%. Great information

[InvincibleMegaBeast]

Now this is “detailed”...others they just say invest but how? This shows you how and what! Good video!

[DeezSkates]

Honestly, most educationally well designed finance channel on YouTube. You deserve millions of subscribers.

[ingridhunt]

THIS is the video that took away my fear of investing. Thank you so much. Most videos just talk and talk but don't give you step by step what to do. I opened an individual brokerage account and a Roth IRA account with Fidelity where I have my workplace 401k, immediately after watching this video. I chose the Dave Swenson model for my Roth IRA and Fidelity's equivalent to the S&P 500 for my individual account. Starting slow with $1000 in each. Made $72 in 4 days in the individual acct. I was probably making $3.00 on that money in savings over a few months. Wish I had started earlier.

[ShaveenKumar]

Thanks Rose. Always find your videos very informative. However, saying "You don't get dividend reinvestments with ETFs" is a bit misleading. Choosing to invest in ETFs vs Mutual Funds is a very big decision for an investor to make and although they are both quite similar, I prefer trading ETFs just because it becomes a little easier to manage taxes. Most major brokerages allow dividend reinvestment on ETFs and figuring out how to activate automatic reinvestments on the brokerage account is totally worth the time. It is pretty easy to do it in Fidelity.

[eunice]

I came across index funds on tik tik and came to YouTube spent 5 hours trying to understand what exactly are they till I bumped to this video which is simple and straight to the point ;thank you.

[akosieyjey]

You would really make for a great teacher. The best way to know a great teacher is when you can teach someone a complex topic and manage to simplify it for the mundane people. You do a great job in simplifying things and also giving advices especially for beginners in this field like me. I am a healthcare professional and I mainly just want to start investing for my future and do that passively since I don't have the time to dig into stock, financial information and all that stuff. Thank you so much for all your info and I sincerely hope more people would come across your channel so they could be more financially literate.

[caroarceo]

I’ve watched this video like 3 times as I’m beginning my journey in investing... thank you!

[edwinthomas]

I've seen a lot of youtubers...Rose explained everything so clear

[ogjohn]

I will be forever grateful to you, your channel changed my whole life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt . thank you ❤🧡

[azatecas]

I was confused as to how to actually invest in Fidelity index funds, you cleared things up for a beginner like me

[LaBiblia]

I have always believed Fidelity is the best choice when it comes to investing. This woman really knows her stuff; great explanation will assist my decision

[deanfranz]

Other investing channels just leave you to "do research" on "choosing what's right for you" ...but now I'm armed with much better info on what to look for, how to choose, and narrowing things down. This one video was really refreshing! Thanks!

[kaz]

This video showed up on my feed and now I"m wondering why I haven't discovered you sooner! You are so thorough and intelligent! You got a new sub!

[freetobe]

THANK YOU! I was literally praying for wisdom on rolling over my old company (pre-COVID) Fidelity 401k account into Mutual Funds in a Roth IRA! ❤️❤️❤️❤️❤️ I’m so happy to have seen this video!

[Joshedit]

"Flip-floppers rarely find success in the
investing game" ~ Rose Sofia. Epic quote.