Rate My Portfolio - 23m
23 male. Not here to try and flex anything at all - truly am looking for thoughts and feedback, especially as you can see, my holdings are all mutual funds aside from cash/money markets.
Here is a link to the main Fidelity mutual fund holding - Global Innovators Class - Series F. It's a global equity, tech heavy fund. The other fund is lower beta, dividend focused.
Fund returns (global equity fund) are actually quite incredible, from what I can see. It has a 7 year CAGR (2019-2025) of ~28%, and an annualized St dev of ~19%. Nasdaq is the appropriate bench mark, as its a tech heavy mutual fund -- Nasdaq CAGR over the same period is ~22%, and annual st deviation of ~20%. MER sits just above 1%.
Would be interested to hear people's 2 cents on this, and if I'm missing anything!