Hi Dwain I am in the same boat you are with my money at work. My company has Fidelity and we have to use just what they offer and cannot manipulate individual stocks. In the future I will make a chart of all of Fidelity's Funds so that you can trade more effectively in the seasonal approach. My son-in-law is also caught with this one at his company. I am glad you like the template. Compound your interest Dwain.
Dwain I ran a random selection of some of Fidelity's Group funds and here is what I am coming up with. Most have one semi-good month, usually November or Ausgust for the Muni's. I ran them all back to January 1999 to get the total growth if you held it that long. If I have a stock or a fund or a CEF, I would want to double my money every five or six years. The last one is the Canadian Fund. It is acceptable according to the Power Rating. It will take me awhile, but I will try to do these.
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