*Investors Blog*

Jimmy happy with today's gain
I have no complaits..... Todays a good day.

QLD was very strong.

1785874985458.webp
 
So..... quick question.... Who has a 401k ( or any investments I guess) over at Fidelity?

I get calls from them about every 6 months that my portfolio "....is way too tech heavy and you seriously need to consider rebalancing it for greater diversification".

They just called again this morning.

My reply to Mr. Fidelity salesman is always the same.... " Whats your 401k worth, and what's the annaual return on it ? ".

Why do they do this? Why would they want me to decrease my annual return?

My other brokerages ( Schwab,Wells Fargo, and RobinHood) dont do this...

1785948751328.webp


1785949282625.webp
 
So..... quick question.... Who has a 401k ( or any investments I guess) over at Fidelity?

I get calls from them about every 6 months that my portfolio "....is way too tech heavy and you seriously need to consider rebalancing it for greater diversification".

They just called again this morning.

My reply to Mr. Fidelity salesman is always the same.... " Whats your 401k worth, and what's the annaual return on it ? ".

Why do they do this? Why would they want me to decrease my annual return?

My other brokerages ( Schwab,Wells Fargo, and RobinHood) dont do this...

View attachment 351398

View attachment 351400
Just tell them to stop calling and they will.
 
Stock picking ideas, for the 2nd half of 2026.
This is the Top 25 Returns , for the S&P ,the Naz, and the Dow.
I find it shocking ONLY 24 companies of the 25 in the Dow, are positive.
Wow,

1785949996738.webp


1785950063458.webp


1785950148296.webp
 
So..... quick question.... Who has a 401k ( or any investments I guess) over at Fidelity?

I get calls from them about every 6 months that my portfolio "....is way too tech heavy and you seriously need to consider rebalancing it for greater diversification".

They just called again this morning.

My reply to Mr. Fidelity salesman is always the same.... " Whats your 401k worth, and what's the annaual return on it ? ".

Why do they do this? Why would they want me to decrease my annual return?

My other brokerages ( Schwab,Wells Fargo, and RobinHood) dont do this...

View attachment 351398

View attachment 351400
I used to get these calls and each time I told them that I don't need their help. After a couple of years they stopped calling.
 
Back
Top Bottom