
Fidelity Freedom 2010 FFFCX Fidelity Freedom 2030 FFFEX Fidelity Puritan FPURX Fidelity Freedom Income FFFAX Fidelity Intermediate Bond FTHRX (I put 50% here) Fidelity Retirement Money Market I originally wanted to retire when I was 59, but I don
chunk at a time over the next couple months or am I better to just chunk it all at once. Per some of the suggestions I may use FTHRX , FXSTX, FSICX, as well as I have 20% in Vanguard (SC Value and I think I need to get out of some of my SC) and have those
FCYIX, FXSIX MC: CAAPX, DBMAX, FKMCX, FSLCX, FIDYX, SSVSX INT'L: FWWFX SPECIALITY: FIDSX, FSPHX, FSPTX, FKUTX BLEND: FFKBX, FFKAX, TARGET DATE FUNDS INCOME: FTHRX , FXSTX STABLE: 2.57% UNTIL 03/31/2012 Thanks, Tim
FCYIX, FXSIX MC: CAAPX, DBMAX, FKMCX, FSLCX, FIDYX, SSVSX INT'L: FWWFX SPECIALITY: FIDSX, FSPHX, FSPTX, FKUTX BLEND: FFKBX, FFKAX, TARGET DATE FUNDS INCOME: FTHRX , FXSTX STABLE: 2.57% UNTIL 03/31/2012 Thanks, Tim
my former job. I definitely need to do something with this. The Fidelity web site portfolio advisor recommends: FGRTX 17% FTHRX 15% FIVFX 9% FISMX 8% FIGRX 8% FTRNX 7% FDSVX 7% FFTYX 7% FLPSX 5% FDSCX 6% FSDIX 5% FDVLX 5% Thanks again for any
FEQIX,FDGRX,FOCPX,FMAGX,FXSIX MC: CAAPX,DBMAX,FMCSX,FIDYX,SSVSX SC: FSLCX INTERNATIONAL: FWWFX SPECIAL: FSCPX,FIDSX,FSPHX,FCYIX,FSPTX,FKUTX BALANCED: FFFAX TARGET DATE FUNDS BOND: FTHRX ,FXSTX THANKS, TIM
FEQIX,FDGRX,FOCPX,FMAGX,FUSEX MC: CAAPX,DBMAX,FMCSX,FIDYX,SSVSX SC: FSLCX INTERNATIONAL: FWWFX SPECIAL: FSCPX,FIDSX,FSPHX,FCYIX,FSPTX,FKUTX BALANCED: FFFAX TARGET DATE FUNDS BOND: FTHRX ,FBIDX THANKS, TIM
FEQIX,FDGRX,FOCPX,FMAGX,FUSEX MC: CAAPX,DBMAX,FMCSX,FIDYX,SSVSX SC: FSLCX INTERNATIONAL: FWWFX SPECIAL: FSCPX,FIDSX,FSPHX,FCYIX,FSPTX,FKUTX BALANCED: FFFAX TARGET DATE FUNDS BOND: FTHRX ,FBIDX THANKS, TIM
Fidelity Magellan FMAGX . Ford O'Neil has managed the bond portfolio since late 2001 and also heads up Fidelity Intermediate Bond FTHRX . USAFAIGXCoreCoreLead manager Bob Stansky keeps the fund's sector weightings aligned with its benchmark
I would appreciate your feedback. Many Thanks! I am comfortable with Fidelity Internet tools and am able to use their Retirement Planner and Suggested Portfolio Design. The Fidelity tool generated conservative portfolio is below . Situation: Age 69, recently retired with $400K in assets. I don't need to withdraw more than 4% annually, and don't need to leave anything behind. I am currently mostly liquid cash/moneymarket and have less than 15% in equities and 10% in intermediate bond fund. (I am customer of both Fidelity and Vanguard) Questions: 1)What do you think of Fidelity's tool generated suggested allocation mix? 2) Using M* I can substitute certain funds with a stronger one. Any suggestions? 3)What is best approach/timing to move my holdings into this mix? Where should I be careful? 4) Any other solutions for someone trying to organize their assets to live on in retirement? FUND RECOMMENDED CATEGORY Percent Dollars Substitute Fund FIDELITY CASH RESERVES (FDRXX) Money Market Fund 30.00% $120,000 CDs FIDELITY SHORT-TERM BOND (FSHBX) Short-Term Bond 6.00% $24,000 Vanguard Short Term Bond Index (VBISX) ARTIO GLOBAL HIGH INCOME A (BJBHX) High Yield Bond 6.00% $24,000 WESTCORE PLUS BOND (WTIBX) Intermediate-Term Bond 5.00% $20,000 FIDELITY TOTAL BOND (FTBFX) Intermediate-Term Bond 7.00% $28,000 FIDELITY INTERMEDIATE BOND ( FTHRX ) Intermediate-Term Bond 7.00% $28,000 INVESCO US GOVERNMENT INVESTOR (AGIVX) Intermediate Government 7.00% $28,000 ASSETMARK CORE PLUS FIXED INCOME (AFCFX) Intermediate-Term Bond 6.00% $24,000 FIDELITY MORTGAGE SECS (FMSFX) Intermediate-Term Bond 6.00% $24,000 BUFFALO MID CAP (BUFMX) Mid-Cap Growth 7.00% $28,000 FIDELITY LARGE CAP STOCK (FLCSX) Large Growth 7.00% $28,000 OAKMARK INTERNATIONAL I (OAKIX) Foreign Large Value 6.00% $24,000