- Entry
- $335.27
- Final
- $320.81 -4.3%
- Target
- —
- Score
- -0.43
Hi All, If you ever talked to a Fidelity advisor, one of their products like the FidFolio was probably shoved in your face. They claim it will save you money due to tax loss harvesting, so I put it to the test so you don't have to. Here is my honest review of how it did: Fidelity Managed FidFolios®: U.S. Total Market Index Initial Investment - $50,574.14 made on 11/27/2024. No additonal investment was mode. Current Valve (as of 1/1/26) …
— ORIGINAL POST ·
Fidelity Managed FidFolios - Real Numbers After ~ 13 Months
· r/investing
· Jan 1, 2026