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Why is your pension underperforming: Fidelity World Index
🔍💼 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?
For your pension analysis: www.alpeshpatel.com/links
Join My Private Great Investments Programme www.alpeshpatel.com/shares
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.
Follow me on LinkedIn: https://lnkd.in/e9FFsybJ
Follow my YouTube channel: https://www.youtube.com/channel/UChJeyFshCmwND6-aY3pSs3Q
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RESOURCES & LINKS
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https://www.pipspredator.com
https://www.investing-champions.com
https://www.trading-champions.com
#tradingonline #investing #trading #pipspredator #alpeshpatel #business
Subscribe to my newsletter for more tips: https://www.alpeshpatel.com/blogsignup
Subscribe to my Telegram channel for daily market information: https://t.me/pipspredator
Follow me on my LinkedIn Page: https://www.linkedin.com/in/alpeshbpatel/
Join my Facebook community: https://www.facebook.com/tradefx4profit
Follow more free resources including my book from www.investing-champions.com and www.alpeshpatel.com
My daily insights are on my instant messenger app - also free.
Alpesh Patel OBE
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By Alpesh Patel🔍💼 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?
For your pension analysis: www.alpeshpatel.com/links
Join My Private Great Investments Programme www.alpeshpatel.com/shares
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.
Follow me on LinkedIn: https://lnkd.in/e9FFsybJ
Follow my YouTube channel: https://www.youtube.com/channel/UChJeyFshCmwND6-aY3pSs3Q
------------------------------------------------------------------
RESOURCES & LINKS
------------------------------------------------------------------
https://www.pipspredator.com
https://www.investing-champions.com
https://www.trading-champions.com
#tradingonline #investing #trading #pipspredator #alpeshpatel #business
Subscribe to my newsletter for more tips: https://www.alpeshpatel.com/blogsignup
Subscribe to my Telegram channel for daily market information: https://t.me/pipspredator
Follow me on my LinkedIn Page: https://www.linkedin.com/in/alpeshbpatel/
Join my Facebook community: https://www.facebook.com/tradefx4profit
Follow more free resources including my book from www.investing-champions.com and www.alpeshpatel.com
My daily insights are on my instant messenger app - also free.
Alpesh Patel OBE