5 Best Fidelity Index Funds To Buy and Hold Forever

Jarrad Morrow • May 5, 2022
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Jarrad Morrow

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Want to invest smarter, spend with purpose, and retire on your terms? You’re in the right place. I’m Jarrad, a personal finance nerd who paid off $82K in debt, mastered budgeting, took a mini-retirement, and now saves/invests over 70% of my income on the path to Financial Independence. On this channel, I’ll teach you how to build wealth the simple, sustainable way through intentional spending, long-term investing, and taking full control of your money. If you’re ready to stop winging it and start building a future on your terms, subscribe and let’s get to work.

Video Description

In this video, we'll go over the 5 best Fidelity Index Funds to invest in. These are the top index funds from Fidelity that you can buy and hold forever to help you reach Financial Independence sooner. 100% of my investment portfolio is loaded up with index funds just like these because they're simple, reliable, and can easily double, triple, or even quadruple in price if you hold them for long periods of time. I always suggest buying and holding these index funds for as long as possible because the stock market is very volatile in the short term. If any of these investments happen to underperform in the short term then don't automatically sell off your positions. Patience is the most important part of investing. This is the biggest problem with the Fidelity Zero Fee Index Funds: https://youtu.be/LEgwGihADdo You can use any of these funds to build a 2 and 3 fund portfolio. Check out my video on the 3 fund portfolio: https://youtu.be/X7hZQmSj8KI Check out my video on the 2 fund portfolio: https://youtu.be/u7JeoXYG2sE Check Out My Recommendations (It helps support the channel): 📝 NewRetirement - The retirement planning tool I personally use to make sure I'm on track with saving for retirement. It's perfect for "Do it yourself" investors https://bit.ly/3EAAhrJ 📊 Personal Finance Bundle Wait List: https://bit.ly/4bpyTHT 📖 Free copy of my Spending Review Spreadsheet: https://bit.ly/48lMVZ1 📧 Business Inquiries: https://bit.ly/44AgfLw Fidelity 500 Index Fund FXAIX - This fund tracks the S&P 500 which is made up of the 500 largest U.S. stocks, based on market cap. FXAIX is for anyone who is looking to match the performance of those largest U.S. stocks. Because they make up 80% of the total U.S. market cap, they’re what really moves the markets. Fidelity Total Market Index Fund FSKAX - FSKAX does exactly what the name says- invests in the total U.S. stock market. That means your money is invested among pretty much every U.S.-based stock out there. This fund is for the person who wants the stability that comes with investing into those biggest 500 companies while still gaining exposure to those up-and-coming mid and small-cap stocks as well. Fidelity Total International Index Fund FTIHX - The Fidelity Total International Index Fund is just like the Total U.S. Index fund except the international fund holds stocks that exist outside of the United States. This fund seeks to provide investment results that match the total return of foreign developed and emerging stock markets. FTIHX specifically tracks the MSCI All Country World Index ex USA, which covers about 85% of global equities outside of the United States. By investing in FTIHX your money is diversified among different countries, regions, sectors, and even currencies. Fidelity U.S. Bond Index Fund FXNAX - It tracks the Bloomberg U.S. Aggregate Bond Index which holds a mixture of U.S. Treasuries, corporate bonds, and mortgage-backed securities. If you’re someone who is building a 3 fund portfolio then you’re going to need a bond fund. This is a great index fund to fill the gap in that type of strategy. Fidelity Real Estate Index Fund FSRNX - If you're looking to invest in a real estate fund then don't choose this Fidelity fund because it's not that good. Instead, invest in the Vanguard Real Estate ETF VNQ. You can purchase that index fund on the Fidelity investment platform. Affiliate Disclaimer: Some of the above may be affiliate links. Support the channel by signing up or purchasing through those links at no additional cost to you. I appreciate you for helping me keep this channel running Disclaimer: This video is for entertainment purposes only. Everyone's situation is different so do your own research before making any decisions with your money. If you need help then contact a Certified Financial Fiduciary before trying anything that is mentioned in this video. I prefer a Fiduciary financial advisor that charges an hourly fee as opposed to an ongoing fee based on a % of your portfolio. Always remember that incentives determine the type of advice they give you so one that charges an hourly fee is less likely to be problematic. #Fidelity #Investing #IndexFunds

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