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Personal Investments • A hilarious "managed" portfolio from Fidelity

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Before firing the manager, I would call them back and have them manually sell all 165 of the new positions. There should be a minimal tax hit and having to undo 165 positions will hopefully teach the manager not to do this again, plus save you a whole lot of tedious work.
The manager should have all account privileges revoked ASAP.

Statistics: Posted by Northern Flicker — Thu Nov 14, 2024 3:04 am — Replies 92 — Views 9253



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