🔍💼 Are you puzzled by the underperformance of your pension? Join us as we dissect the Fidelity Index World Fund, a key player in the pension fund world, to uncover why it might not be living up to expectations.
🌍📈 Despite its name suggesting a global focus, this fund leans heavily towards American tech. With the NASDAQ up 55% and the S&P 500 up 25% this year, you'd expect a fund full of these stocks to show similar growth. But here's the twist: it's only up just over 15%.
🤔💡 We dive into the composition of this fund, examining its top holdings and questioning its diversification strategy. Despite having the 'right' stocks, why hasn't it mirrored the NASDAQ or S&P 500's impressive growth?
📊👀 We'll explore the fund's cautious approach to investment, like putting only 1% in Tesla, and how this impacts overall returns. Is playing it safe really the best strategy, or is it a case of over-diversification?
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Risk warning: None of this is individual advice and all investing is risky
This is part of my www.campaignforamillion.com to teach a million people to be better investors and make an extra million in their pensions as a result across their lifetimes.
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