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06-10-2021, 03:58 PM
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#141
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Thinks s/he gets paid by the post
Join Date: Oct 2020
Location: Sugar Land, Texas
Posts: 1,245
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It took a day to update. I see the dollar amount now.
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06-10-2021, 09:06 PM
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#142
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Thinks s/he gets paid by the post
Join Date: Oct 2020
Location: Sugar Land, Texas
Posts: 1,245
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Time to sell all my AF’s and buy FZROX. Should I buy in lumpsum?
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06-11-2021, 11:24 AM
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#143
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Thinks s/he gets paid by the post
Join Date: Oct 2020
Location: Sugar Land, Texas
Posts: 1,245
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Why is the price of FZROX vs FSKAX way different?
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06-11-2021, 12:21 PM
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#144
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Thinks s/he gets paid by the post
Join Date: Jan 2020
Location: Milwaukee
Posts: 4,053
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 Quote:
Originally Posted by F.I.R.E User
Why is the price of FZROX vs FSKAX way different?
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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.
__________________
The closing years of life are like the end of a masquerade party, when the masks are dropped. -Arthur Schopenhauer, philosopher (1788-1860)
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06-11-2021, 12:26 PM
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#145
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Thinks s/he gets paid by the post
Join Date: Oct 2020
Location: Sugar Land, Texas
Posts: 1,245
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Quote:
Originally Posted by Out-to-Lunch
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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Oh ok.
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06-13-2021, 06:13 PM
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#146
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Thinks s/he gets paid by the post
Join Date: Oct 2020
Location: Sugar Land, Texas
Posts: 1,245
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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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06-13-2021, 06:18 PM
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#147
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Nov 2010
Location: Sarasota, FL & Vermont
Posts: 36,376
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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?
__________________
If something cannot endure laughter.... it cannot endure.
Patience is the art of concealing your impatience.
Slow and steady wins the race.
Retired Jan 2012 at age 56
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06-13-2021, 06:30 PM
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#148
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Thinks s/he gets paid by the post
Join Date: Oct 2020
Location: Sugar Land, Texas
Posts: 1,245
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Quote:
Originally Posted by pb4uski
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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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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06-16-2021, 11:34 PM
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#149
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Thinks s/he gets paid by the post
Join Date: Oct 2020
Location: Sugar Land, Texas
Posts: 1,245
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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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06-17-2021, 12:20 PM
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#150
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Thinks s/he gets paid by the post
Join Date: Oct 2020
Location: Sugar Land, Texas
Posts: 1,245
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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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06-17-2021, 06:48 PM
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#151
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Aug 2004
Location: Laurel, MD
Posts: 8,327
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Quote:
Originally Posted by F.I.R.E User
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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well done
__________________
...with no reasonable expectation for ER, I'm just here auditing the AP class.Retired 8/1/15.
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06-17-2021, 06:49 PM
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#152
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Thinks s/he gets paid by the post
Join Date: Oct 2020
Location: Sugar Land, Texas
Posts: 1,245
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Quote:
Originally Posted by jazz4cash
well done
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If I did it in increments then I would be leaving my gains right?
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06-17-2021, 07:43 PM
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#153
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Thinks s/he gets paid by the post
Join Date: Oct 2020
Location: Sugar Land, Texas
Posts: 1,245
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Filled at $15.25.
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06-18-2021, 06:38 AM
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#154
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Aug 2004
Location: Laurel, MD
Posts: 8,327
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If it’s a sideways move (selling one stock or fund and buying another) you’re 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.
__________________
...with no reasonable expectation for ER, I'm just here auditing the AP class.Retired 8/1/15.
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06-18-2021, 08:01 AM
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#155
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jun 2007
Posts: 13,228
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Quote:
Originally Posted by jazz4cash
If it’s a sideways move (selling one stock or fund and buying another) you’re 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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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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06-18-2021, 12:36 PM
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#156
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Thinks s/he gets paid by the post
Join Date: Oct 2020
Location: Sugar Land, Texas
Posts: 1,245
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Quote:
Originally Posted by jazz4cash
If it’s a sideways move (selling one stock or fund and buying another) you’re 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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What about what I did yesterday? Best move?
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06-18-2021, 12:41 PM
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#157
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Thinks s/he gets paid by the post
Join Date: Oct 2020
Location: Sugar Land, Texas
Posts: 1,245
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Quote:
Originally Posted by RunningBum
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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Better to put big lump sum right?
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06-20-2021, 04:53 PM
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#158
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Thinks s/he gets paid by the post
Join Date: Oct 2020
Location: Sugar Land, Texas
Posts: 1,245
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So I am putting the money in whenever I have the funds available.
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06-20-2021, 07:50 PM
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#159
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Aug 2004
Location: Laurel, MD
Posts: 8,327
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Quote:
Originally Posted by RunningBum
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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Yeah, I think we are saying the same thing, actually.
__________________
...with no reasonable expectation for ER, I'm just here auditing the AP class.Retired 8/1/15.
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06-20-2021, 07:51 PM
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#160
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Aug 2004
Location: Laurel, MD
Posts: 8,327
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Quote:
Originally Posted by F.I.R.E User
What about what I did yesterday? Best move?
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Kobe one knows.
I think so but it really depends on time frame. The longer the better.
__________________
...with no reasonable expectation for ER, I'm just here auditing the AP class.Retired 8/1/15.
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