Saturday, February 8, 2014

401K Choices for the Month 2/8/14

Time to make my monthly choices on my 401K… first I look at the S&P500 and see what it says… and currently the chart for SPY is still pointing down. That means I am going to stay conservative with minimum presence in the market. I am still staying in the Fidelity Div Intl fund. The only reason I am in it is because of the painful 2% redemption fee the fund (Fidelity) charges if I don’t stay a minimum of 29 days. I have just crossed that threshold and will be looking to pare down further.

If one wants to be more aggressive an follow my monthly momentum system by itself for putting monies into the top moving funds, then in my current employer’s choices the picks would be: Fidelity Large Cap, Fidelity Div Intl fund, Fidelity fund. Fidelity Blue Chip Growth is also a valid choice behind these three. I am only in Fidelity Div Intl however and looking to pare down as SPY is pointed down. If SPY points up again, these are the funds I would go back into.


In my previous employer’s 401K fund choices, one would be in Domini Social Equity fund, TRowe Price Intl fund and Fidelity Div Intl fund. I am again only in the Fidelity Div Intl fund. 
Here is what that chart looks like for the Fidelity Div Intl fund…


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