SUBMIT A COMPLAINT

Fidelity Investmentsunexpected loss in spite of sharp markets increase

Dear Fidelity,
Until 09/01/16, my balance was OK and in accord with the market trend. Not after 09/01/16. After this day, my balance sharply decreased in spite of sharp increase in all markets. I understand that my asset allocation contains 46% of bonds and they decreased. On the other hand, market was increased in last 3-4 months about 10% and it should at least compensate my loss from the bonds. Please, 1. Send me the written explanation of my loss for the last 4 months of 2016: 2. Change my asset allocation: a/ decrease bonds to 30% and increase domestic stock to 30%.
Sincerely,
Viktor Sharov,
3533 Acorn St,
North Port, FL 34286
[protected]@comcast.net
[protected]
My Acc # [protected]

Vi
Jan 17, 2017

Post your comment