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re: Thoughts on This Fund

Posted on 7/23/14 at 11:16 am to
Posted by wiltznucs
Apollo Beach, FL
Member since Sep 2005
8976 posts
Posted on 7/23/14 at 11:16 am to
quote:

Thinking about this one in addition to my large cap in my Roth. Any thoughts


Successful investing is all about having a diversified portfolio. Having some money in equities/stocks and some money in other debt instruments like bonds. Beyond that you want some representation in small, medium and large cap type funds to minimize your volatility in accordance to your risk tolerance.

Theres nothing wrong with the fund you listed and its a large growth type fund. Without seeing the existing large cap its difficult to say what additional benefit you'd have by adding the new fund.
Posted by ragacamps
Member since Jan 2011
2997 posts
Posted on 7/23/14 at 11:28 am to
Thanks.
I just started my Roth here's what's in it

FLGEX- large cap growth
FNEY- energy sector etf


Thinking about the ishares worldwide and the fidelity worldwide.

Going to add a bond fund in a year or so when I have the funds to do so
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