Added
This week I actually did not forget to put money into the market.
Review and Discussion
Discussion
My account is at Fidelity, even though this is not my main broker. Fidelity has 2 features I like. I can get a 1 year performance number and I can buy partial shares. While my account was also negative this year. The unrealized losses were less than the S&P posted losses. As of 11/30 the account is up 1.44% compared to 12 months ago. S&P 500 is still down 9.21% in the same time frame and the MSCI EAFE at -9.96%.
I contribute this to the fact, that I have 59 tickers. Quite a few are ETF's or CEF that itself have more than 1 ticker in the portfolio.
A widely diversified portfolio will outperform on the down move of the market. I will also underperform compared to the index when the benchmark is going up.
At the end of the day it all depends of the objective of the account. Mine is still income generation with some growth.
Review
This week $25.53 entered the account. A lot of the funds do pay in last few days of the month the dividend. So the record keeping at the end of the month is usually extensive.
Next Week's Plan
The $150 go into FSK. There is another nice dividend coming 12/13.
Disclaimer
I have been beneficially long with stocks all the items I discuss in the dividend investing. I wrote this article myself and it expresses my own views and opinions. I am not receiving any compensation for this. I have no business relation ship with any company whose stock is mentioned in this article.
I am not an investment advisor or professional. This article is my personal opinion and experience and is not meant to be a recommendation of the purchase or sale of a stock or option. Investors should conduct their own research before investing to see if the companies discussed in this article fit into their portfolio parameters.