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A little off topic. I spoke with a Fidelity representative about this, recently Fidelity has done away with 30 days hold period for the Fidelity and i...

Lowell, Thanks for you help. I was just wasn't thinking about it correctly. I had left over values that I should overwrite. -Albert

Lowell, I think there is something wrong with the inserted table. It is missing cell border. It should read: Position ValuePosition %22305.522%20937.5...

Question on Kipling 3.4 workbook regarding the Manual Risk Adjustments sheet. Why is the position% column under "new holdings" so different from the ...

Lowell, Fidelity is competing with Vanguard on the index mutual fund front with low expense ratio and no minimum investment. So this is also attracti...

I did some research, here are the equivalent no transaction fee funds available at Fidelity: Einstein PortfolioExpense RatioEquivalent No Transaction ...

I have a more basic question on the logistics of getting in and out of funds and wonder if anyone has a similar problem My understanding is to be disc...