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Old 06-10-2021, 03:58 PM   #141
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It took a day to update. I see the dollar amount now.
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Old 06-10-2021, 09:06 PM   #142
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Time to sell all my AF’s and buy FZROX. Should I buy in lumpsum?
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Old 06-11-2021, 11:24 AM   #143
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Why is the price of FZROX vs FSKAX way different?
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Old 06-11-2021, 12:21 PM   #144
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Why is the price of FZROX vs FSKAX way different?
The price per share is not really relevant to anything. You could own 100 shares at $40/share of one fund, or 400 shares at $10/share of another fund, and still be in the same financial position.

But, to answer your question more directly, it is probably because FSKAX is 10 years older, and has had more time for its NAV to increase.
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Old 06-11-2021, 12:26 PM   #145
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The price per share is not really relevant to anything. You could own 100 shares at $40/share of one fund, or 400 shares at $10/share of another fund, and still be in the same financial position.

But, to answer your question more directly, it is probably because FSKAX is 10 years older, and has had more time for its NAV to increase.
Oh ok.
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Old 06-13-2021, 06:13 PM   #146
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8 different MF from EJ was transferred to Fidelity in my Roth IRA. Do I have to select all shares for each fund and sell or can I do it all at once? Once it sells, does it all become cash?
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Old 06-13-2021, 06:18 PM   #147
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Call Fidelity to find out. WADR, this Chinese water torture of elementary questions is becoming a bit annoying.

You can sell whatever you want and it becomes cash (aka settlement account)... what did you think it would become?
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Old 06-13-2021, 06:30 PM   #148
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Call Fidelity to find out. WADR, this Chinese water torture of elementary questions is becoming a bit annoying.

You can sell whatever you want and it becomes cash (aka settlement account)... what did you think it would become?
I just did and the rep said that I would have to do 8 different transactions to sell all the shares in all my AF which is 8. Then, it will go into my money market account as cash. Then, I can buy FZROX. I wanted to be sure I was going to do it correctly and also to avoid taxes/fees, etc.
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Old 06-16-2021, 11:34 PM   #149
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Looks like my funds will settle tomorrow as cash around $142k. I am looking to going all in on FZROX in my Roth IRA at Fidelity. Thoughts? I was told not to buy in increments.
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Old 06-17-2021, 12:20 PM   #150
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I used the Fidelity mobile app to go all on on FZROX at $142k just now. I was nervous. Hope I made the right move. The cash was settled in my Roth IRA money market account.
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Old 06-17-2021, 06:48 PM   #151
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I used the Fidelity mobile app to go all on on FZROX at $142k just now. I was nervous. Hope I made the right move. The cash was settled in my Roth IRA money market account.
well done
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Old 06-17-2021, 06:49 PM   #152
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well done
If I did it in increments then I would be leaving my gains right?
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Old 06-17-2021, 07:43 PM   #153
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Filled at $15.25.
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Old 06-18-2021, 06:38 AM   #154
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If itís a sideways move (selling one stock or fund and buying another) youíre better off investing it all at once. If you are making a major change of asset allocation buying or selling in increment could cause you to leave some gains on the table but it could go the other way if the market drops. No one knows in advance.
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Old 06-18-2021, 08:01 AM   #155
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If itís a sideways move (selling one stock or fund and buying another) youíre better off investing it all at once. If you are making a major change of asset allocation buying or selling in increment could cause you to leave some gains on the table but it could go the other way if the market drops. No one knows in advance.
I know this is how a lot of people think, but money is money whether it's sideways or new money. Sideways money is just as exposed to a market drop (or rise) as new money is. It's a psychological thing. I suppose if it makes you feel better to invest in increments go ahead, but my suggestion is to think logically and let your AA handle the volatility.
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Old 06-18-2021, 12:36 PM   #156
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If itís a sideways move (selling one stock or fund and buying another) youíre better off investing it all at once. If you are making a major change of asset allocation buying or selling in increment could cause you to leave some gains on the table but it could go the other way if the market drops. No one knows in advance.
What about what I did yesterday? Best move?
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Old 06-18-2021, 12:41 PM   #157
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I know this is how a lot of people think, but money is money whether it's sideways or new money. Sideways money is just as exposed to a market drop (or rise) as new money is. It's a psychological thing. I suppose if it makes you feel better to invest in increments go ahead, but my suggestion is to think logically and let your AA handle the volatility.
Better to put big lump sum right?
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Old 06-20-2021, 04:53 PM   #158
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So I am putting the money in whenever I have the funds available.
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Old 06-20-2021, 07:50 PM   #159
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I know this is how a lot of people think, but money is money whether it's sideways or new money. Sideways money is just as exposed to a market drop (or rise) as new money is. It's a psychological thing. I suppose if it makes you feel better to invest in increments go ahead, but my suggestion is to think logically and let your AA handle the volatility.

Yeah, I think we are saying the same thing, actually.
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Old 06-20-2021, 07:51 PM   #160
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What about what I did yesterday? Best move?

Kobe one knows.
I think so but it really depends on time frame. The longer the better.
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