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Personal Investments • Fidelity's Wealth Advisor Solutions Pitch

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looks like 9 of the 10 tope holdings, which make up almost 60% of fund are tech stocks as I define them. Usual suspects- NVIDIA, Apple, MS, Amazon, Alphabet, Meta, Broadcom, Netflix and Applovin Corp (that one was new to me).

Fund has had a good run the last three years, a bit risky for my tastes though and I would not pay 61 basis points to buy stocks that are constantly being pumped. YMMV

What was the hot tip?
In our first meeting, I was already planted in index funds and she suggested FBGRX. That was the first and only fund recommendation that I ever got from them. She was expecting technology to swoon and she was right. I bought FBGRX and had munificent gains. I got cold feet when I felt that Facebook and Amazon were overvalued and sold it several years ago.

Statistics: Posted by WhyNotUs — Mon Nov 10, 2025 10:51 pm — Replies 9 — Views 1006



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