01-02-2022, 02:37 PM
(01-02-2022, 12:03 PM)cemanuel Wrote: One more image. Went to the Fidelity Performance Page and found this for my 2021 Returns. You'll notice how just plain "sucky" the Roth returns were for a longer-term where it included REITs and BDCs. That didn't bother me. I knew slow growth was a characteristic of those types of investments. But it is nice seeing the response once I switched that early this year.Great returns!!
The 3-year number for the Taxable account may not mean much; I believe it for the Roth. I originally had two accounts; one being labeled speculative. In early 2019 I had mystery withdrawals from my main account and ended up having to close it and put all the money into the spec account - by then I was no longer spec investing - so this didn't keep happening. You can read the details a little past halfway through this post: https://seekingalpha.com/instablog/48196...f-fidelity
I seriously thought about switching brokerages until, after calling around, I realized everyone did things this way. However it messed up tracking performance back before March, 2019 for my Taxable Account.
Anyway, on to the image:
I went to the link and that blows my mind!!
Been using Fidelity for years and never had any issues, I have to double check but I think I have the extra security set up to withdrawal funds, or maybe even locked? I forget—I vaguely remember doing something.
A good thing to put on a news years check list, go over all account security settings and beneficiary information.
Years ago there was a update and it inadvertently removed everyone’s beneficiaries in our work plan—could have been devastating for someone’s family.