Sunday, March 5, 2017

Week 9: Loyal3 & Fidelity - Recent Buys (BUD, AAPL, FUSEX, SBUX, TGT)

February 27 - March 5

My investment for week 9 of 2017 included BUD, AAPL, FUSEX, SBUX, and TGT.  The yield this week was 3.55% compared to 3.48% week 7 (remember I'm skipping last week as I had no purchases).  I also contributed to SBUX and AAPL since Loyal3 does not have an option to automatically reinvest dividends and the minimum investment is $10. The yield is higher this week as I continued to invest in TGT at a lower price and initiated a new position in BUD.  Both BUD and TGT have yields over 3% and were far off their 52 week highs, which led me to these purchases.  The amount of yearly dividends added ($18.46) is higher than the previous $15.67 as the yield is higher and more money was invested.  This marks 61 consecutive weeks without paying commissions on my purchases! As always- Slow and Steady. 



Total Invested - $520.00
Commissions Paid - $0.00
Current Streak - 61 weeks*
Yearly Dividends Added - $18.46
Yield - 3.55%

*Paid Commissions fees on selling motifs but not on a purchase in over a year!

Full Disclosure: Long BUD, AAPL, FUSEX, SBUX, TGT, ALL HOLDINGS IN MY PORTFOLIO

What are your thoughts on BUD?  Do you own this company? 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.

2 comments:

  1. Hi DividendMogul,
    Congrats on the purchases! BUD has a great brand and economies of scale plus a product that's always in demand - what's not to like? I don't own individual shares as I own all my international stocks via a mutual fund.
    Best wishes,
    -DL

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    Replies
    1. DL,

      Thank you! I think it's a fantastic company! Also like to buy what I buy so why not this one near its 52 week lows. What is the international mutual fund that you own?

      TDM

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