Author Topic: Fidelity ishares etfs?  (Read 3095 times)

jeromedawg

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Fidelity ishares etfs?
« on: December 15, 2014, 11:42:37 AM »
Hey guys,

So I'm starting to get my feet wet with ishares ETFs and just purchased about $20k worth of DVY for starters. I have another $20k left to spare - what would be some other good funds to get started with? S&P500 (IVV, IVE, or IVW) funds? Barclays? I just want something that will provide some reasonable growth at least in a year or two as this is more of an intermediary fund for a potential home down payment and or car payment. At the very least, it'll just be a 'rainy day' fund.

Any tips?

DrF

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Re: Fidelity ishares etfs?
« Reply #1 on: December 15, 2014, 12:02:15 PM »
I've had some good luck with the ishares REIT, IYR. It's up quite a bit this year ~20%, and if the stock market is going to tank, likely real estate would be a good hedge. Plus it pays a decent dividend.

hodedofome

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Re: Fidelity ishares etfs?
« Reply #2 on: December 15, 2014, 02:40:37 PM »
Lol, a REIT ETF is going to be a hedge from the market tanking?

I'm not saying it can't happen, but I certainly wouldn't expect it to work out that way.

arebelspy

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Re: Fidelity ishares etfs?
« Reply #3 on: December 15, 2014, 10:06:31 PM »
Lol, a REIT ETF is going to be a hedge from the market tanking?

I'm not saying it can't happen, but I certainly wouldn't expect it to work out that way.

Agreed.  Studies have shown REITs tend to move with the market as a whole.
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jeromedawg

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Re: Fidelity ishares etfs?
« Reply #4 on: December 16, 2014, 10:52:40 AM »
Thanks all.

Any other solid recommendations for ishares? Maybe just stick with IVV?

GGNoob

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Re: Fidelity ishares etfs?
« Reply #5 on: December 16, 2014, 01:28:44 PM »
Thanks all.

Any other solid recommendations for ishares? Maybe just stick with IVV?

Your core iShares ETFs should be:
ITOT (Total US Stock Market)
IXUS (Total International Stock Market)
AGG (Total Bond Market)

Then you could "spice" up your portfolio with an additional allocation to any of the following:
IJS (Small-Cap Value)
IWC (Micro-Cap)
IYR (REITs)
SCZ (International Small-Cap)
IEMG (Emerging Markets)

But before you invest, it matters what your other investment accounts have and what your investment policy statement says for your asset allocation.

Radagast

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Re: Fidelity ishares etfs?
« Reply #6 on: December 16, 2014, 01:30:06 PM »
Any other solid recommendations for ishares? Maybe just stick with IVV?
Of those mentioned so far, stick to IVV. Expanding internationally might also be a good idea.