Quote:
Originally Posted by CRCRFT78
Here are the top 10 holdings in the only fund I have left:
FSTMX Fidelity Spartan Total Market Index Inv
Exxon Mobil Corporation (XOM) 2.75%
Apple, Inc. (AAPL) 2.48%
International Business Machines Corp (IBM) 1.58%
Chevron Corp (CVX) 1.45%
Microsoft Corporation (MSFT) 1.33%
Johnson & Johnson (JNJ) 1.25%
The Procter & Gamble Co (PG) 1.24%
AT&T Inc (T) 1.21%
General Electric Co (GE) 1.19%
Pfizer Inc (PFE) 1.09%
The current value of the fund is $12,530.74 after my initial investment of $10,000 about 3 years ago. I believe that if I were to divide that $10,000 between those top 10 holdings 3 years ago I would be in a much better position. Something I will be considering within the next couple of weeks. I may not go with the exact 10 listed but I think I can do a lot better than this.
Once I can get my Rollover IRA working for itself I will focus my attention on my Schwab account and my Roth IRA.
|
Yep -- you see that over and over again with mutual funds. The top ten are dragged down by the bottom 100