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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Investment Strategies / Mechanical Investing
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Author: FlyingCircus   😊 😞
Number: of 6131 
Subject: Re: Fidelity's "basket portfolio" featu
Date: 06/09/26 11:16 PM
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Dog, I tried that feature (again) a couple of years ago and, while close to being great, it just breaks down for me because,

you can't enter "staged" trades over the weekend or overnight for Fidelity's automatic execution the next morning or at a specific time (i.e. the way the old Folio website did it). You must enter the basket during trading hours and pull the trigger.

It used to be free, also - now they've made minor upgrades to it and started charging for it. Short $, but the principle of it.

If they've since improved it with the ability to set up and save a new basket outside of trading hours I would try it again.

FC
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