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Investment Strategies / Mechanical Investing
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Author: Bluehorseshoe ⎊  😊 😞
Number: of 3947 
Subject: Re: OT: so you want an index
Date: 07/05/2024 5:08 PM
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Jim,

Appreciate you sharing. Could be useful for other 401k bound workers like myself. I will look into it more in depth.

My employer happens to use Fidelity for 401k administration and added an option several years ago that allows employees to invest in a wide universe of mutual funds outside of the base options. There is a fund that mimics RSP and I have been using that for a portion of my portfolio. Adding some switching, if I can find an option to avoid the typical 90day holding period within the plan, could at least add some entertainment.

Did you happen to look at adding in 99 day to the switching? I plan to look at it but thought I would ask.

Jeff
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