Saturday, April 16, 2016

Loyal 3 & Vanguard - Week 15: Recent Buys

April 11th-18th

My auto investments for week 15 are listed below and include AAPL, FUSEX, MSFT, NKE, DIS, FB, BRK.B.  The yield this week was 1.11% compared to 1.82% the week prior.  This marks three consecutive weeks of falling dividend yield on weekly purchases.  This is mainly attributable as less of my money is going towards VYM as there currently is not enough money in my account for these purchases.  I auto deposit a certain amount for this with the purpose of buying VYM.  Will need to wait for the next one to being contributing to it again.  I typically only buy VYM on down days as opposed to my other purchases which are set for a certain date each month. Most of the $2.39 of additional forward looking dividends is attributable to dividend reinvestment of my S&P Index fund.  It earned me $34.21 of dividend income this month!  This also marks 15 consecutive weeks without paying commission income!





Total Invested - $214.21
Commissions Paid - $0.00
Yearly Dividends Added - $2.38
Yield- 1.11%

Full Disclosure: Long AAPL, FUSEX, MSFT, NKE, DIS, FB, BRK.B, VYM, ALL HOLDINGS IN MY PORTFOLIO

Do you invest in S&P 500 Mutual Funds? Why or why not?

I'm not an investment professional or a licensed financial advisor. This blog represents my personal views and decisions, which may not be appropriate for other investors. Please use common sense or consult with an investment professional before investing your money. I am not responsible for the outcomes of your decisions, nor am I responsible for the comments posted by readers or the contents of any linked websites. This blog should viewed for educational or entertainment purposes only.

No comments:

Post a Comment