|
|
Where Can I Find Fido Index Comparison AA Results?
11-22-2018, 07:50 AM
|
#1
|
Recycles dryer sheets
Join Date: Sep 2012
Location: Madison
Posts: 180
|
Where Can I Find Fido Index Comparison AA Results?
Hello,
There was a mention in a thread as to how, on Fidelity's website, to compare the results of one's AA to an index of the same percentages over a time period:
Under Performance Returns: go to market indexes and hit modify market indexes button. Pick the 60% equity portfolio and see how it compares to yours.
I can't find it. I have two portfolios a 75/25 and a 25/75. I'd like to see how I would have done if I just had it in indexes.
Thanks,
Nick
|
|
|
|
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!
Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that Early-Retirement.org is a great community to join. Best of all it's totally FREE!
You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!
|
11-22-2018, 08:02 AM
|
#2
|
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jun 2016
Location: Colorado
Posts: 8,971
|
At the top of the summary page, hit the tab that says “more”. You’ll see a link to the performance page. Click on that and go all the way to the bottom. There you will see the modify market index’s button. Click on it and select what you want to compare to.
Edit, you’ll need to have an account. Not sure if that is clear.
|
|
|
11-22-2018, 08:03 AM
|
#3
|
Thinks s/he gets paid by the post
Join Date: Jan 2014
Posts: 1,760
|
Click on "Performance" tab, scroll down to "Your Performance Returns", click on "Modify Market Indexes" button at bottom on left, under "Market Index Blends" select your stock and bond allocation.
|
|
|
11-22-2018, 08:08 AM
|
#4
|
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 37,931
|
This Fidelity Index fund overview page gives comparisons to Vanguard funds. Is that what you were looking for?
https://www.fidelity.com/mutual-fund...B&gclsrc=aw.ds
Never mind - that wasn’t what you were looking for.
__________________
Retired since summer 1999.
|
|
|
11-22-2018, 08:48 AM
|
#5
|
Thinks s/he gets paid by the post
Join Date: Mar 2018
Posts: 3,441
|
Quote:
Originally Posted by splitwdw
Click on "Performance" tab, scroll down to "Your Performance Returns", click on "Modify Market Indexes" button at bottom on left, under "Market Index Blends" select your stock and bond allocation.
|
What is the starting page you are using? I'm not seeing a "Performance" tab. I'm starting from the Portfolio page, All Accounts.
__________________
Age is a very high price to pay for maturity.
|
|
|
11-22-2018, 10:18 AM
|
#6
|
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jun 2016
Location: Colorado
Posts: 8,971
|
Quote:
Originally Posted by Qs Laptop
What is the starting page you are using? I'm not seeing a "Performance" tab. I'm starting from the Portfolio page, All Accounts.
|
Read my post. Click the “more” tab first, then performance.
|
|
|
11-22-2018, 11:10 AM
|
#7
|
Thinks s/he gets paid by the post
Join Date: Mar 2018
Posts: 3,441
|
Quote:
Originally Posted by COcheesehead
Read my post. Click the “more” tab first, then performance.
|
I don't see a "More" tab on my landing page. I start from Accounts and Trade > Portfolios
There is no More tab here. Where are you starting from so that you see a "More" Tab?
Here is what I see:
__________________
Age is a very high price to pay for maturity.
|
|
|
11-22-2018, 01:28 PM
|
#8
|
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jun 2016
Location: Colorado
Posts: 8,971
|
My start page looks just like yours except my tabs are summary, positions, balances, activity and orders, analysis and more. You may be using a different browser or version. Just find your performance page and go from there.
|
|
|
Where Can I Find Fido Index Comparison AA Results?
11-22-2018, 01:47 PM
|
#9
|
Thinks s/he gets paid by the post
Join Date: Jan 2015
Posts: 1,536
|
Where Can I Find Fido Index Comparison AA Results?
Hmm, I was about to answer somewhat similarly. Sounds like a version or browser specific issue. On mine the performance tab is one of the tabs on the landing page and there is no ‘more’ tab. Interesting.
__________________
Wisdom starts with wonder
|
|
|
11-22-2018, 01:54 PM
|
#10
|
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jun 2016
Location: Colorado
Posts: 8,971
|
My browser is Safari and I access my account on an iPad.
|
|
|
11-22-2018, 03:03 PM
|
#11
|
Thinks s/he gets paid by the post
Join Date: Jan 2015
Posts: 1,536
|
Hmmm, on the iPad I get the more tab, on the iMac also using Safari there is no ‘more’. Keep looking around Q, find the performance page and you should be fine.
__________________
Wisdom starts with wonder
|
|
|
11-22-2018, 04:31 PM
|
#12
|
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Aug 2004
Location: Laurel, MD
Posts: 8,304
|
Glad the question was posted. I wondered about this capability also when I saw it discussed in the other thread. I’m pretty familiar with Fido’s website and never saw that feature. I concluded it was part of an advanced set of features based on account type, Active Trader or whatever. I have the “more” tab but don’t see “performance” anywhere.
__________________
...with no reasonable expectation for ER, I'm just here auditing the AP class.Retired 8/1/15.
|
|
|
11-22-2018, 04:45 PM
|
#13
|
Thinks s/he gets paid by the post
Join Date: Jan 2015
Posts: 1,536
|
Account type is a possibility. I forgot to mention that I don’t have the “Manage Cash” that’s in Q’s jpg.
__________________
Wisdom starts with wonder
|
|
|
11-22-2018, 06:55 PM
|
#14
|
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jun 2016
Location: Colorado
Posts: 8,971
|
When it doubt, search. There is a search box in the upper right corner of the summary page. Put in “performance tab” and hit enter. The first result is your performance page link.
|
|
|
11-22-2018, 08:23 PM
|
#15
|
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Aug 2004
Location: Laurel, MD
Posts: 8,304
|
I have the "More" tab running Chrome ( but no performance link). With MS Edge I do not have the "More" tab. Using the Fido search box for "performance" does not help. What browsers are you all running?
__________________
...with no reasonable expectation for ER, I'm just here auditing the AP class.Retired 8/1/15.
|
|
|
11-22-2018, 08:39 PM
|
#16
|
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jun 2016
Location: Colorado
Posts: 8,971
|
Quote:
Originally Posted by jazz4cash
I have the "More" tab running Chrome ( but no performance link). With MS Edge I do not have the "More" tab. Using the Fido search box for "performance" does not help. What browsers are you all running?
|
Did you search performance tab? it the very first thing listed. It’s the link titled Account Performance.
|
|
|
11-22-2018, 08:44 PM
|
#17
|
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Aug 2004
Location: Laurel, MD
Posts: 8,304
|
Quote:
Originally Posted by COcheesehead
Did you search performance tab? it the very first thing listed. It’s the link titled Account Performance.
|
I don't have a performance tab.
__________________
...with no reasonable expectation for ER, I'm just here auditing the AP class.Retired 8/1/15.
|
|
|
11-22-2018, 08:55 PM
|
#18
|
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jun 2016
Location: Colorado
Posts: 8,971
|
Quote:
Originally Posted by jazz4cash
I don't have a performance tab.
|
Did you put the term “Performance Tab” into the search bar?
|
|
|
11-22-2018, 09:02 PM
|
#19
|
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jun 2016
Location: Colorado
Posts: 8,971
|
I found it by also searching the term “account performance” in the search box.
|
|
|
11-22-2018, 09:15 PM
|
#20
|
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Aug 2004
Location: Laurel, MD
Posts: 8,304
|
I tried searching for "Account Performance" and "Performance" but no luck. The "More" tab has just one link which is "account features".
__________________
...with no reasonable expectation for ER, I'm just here auditing the AP class.Retired 8/1/15.
|
|
|
|
|
Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
|
|
Thread Tools |
|
Display Modes |
Linear Mode
|
Posting Rules
|
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts
HTML code is Off
|
|
|
|
» Recent Threads
|
|
|
|
|
|
|
|
|
|
|
|
|
» Quick Links
|
|
|