Wednesday, July 27, 2016

Fidelity - Week 27: Recent Buys

July 4 - July 10

My investments for week 27 included only FUSEX, which is Fidelity's S&P 500 mutual fund.  The yield this week was 1.86% compared to 2.16% the week prior.  The yield is lower as I invested into the high yielding VYM in the previous week.  The amount of yearly dividends added ($2.54) was lower than last week ($6.10).  This also marks 27 consecutive weeks without paying commissions! 

Total Invested - $136.92
Commissions Paid - $0.00
Current Streak - 27 weeks
Yearly Dividends Added - $2.54
Yield- 1.86%


Are you invested in any mutual funds?  Why or why not?

*Again sorry for the late post - hope to get back on track next month!

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.


  1. TDM,

    Hey- a purchase is a purchase right? And yes - with my employer I am invested into mutual funds, as that's what is available. Of course - I own a crap top of individual dividend paying stocks, but still hold the funds! Bright side - dollar cost averaging and no trading cost, except you deal with the expense ratio. I'll take it with the match to boot.


    1. Lanny!

      Thanks for stopping by. I am also invested in mutual funds through my 401k (which I do not show here), but wanted to make it a point to have at least 25% of my holdings in FUSEX and VYM. I think this helps give me exposure to the entire S&P 500 and also to the highest paying dividend companies. I do average into them, and I find it a lot less stress free and easy to follow strategy! I love picking individual stocks, but really believe that a low cost Vanguard fund is the way to go otherwise!