I was a lot more active this week with purchases in this new portfolio since there wasn't a whole lot of value that I saw to make outright purchases. That's just fine by me since I can slowly build up positions over time in some great companies. Last week I invested $100 through Loyal3.
- DPS - 8/25/14 0.4068 shares @ $61.45 / 2.67% YOC / $0.67 annual dividends
- BRK.B - 8/27/14 0.1828 shares @ $136.75 / 0.00% YOC / $0.00 annual dividends
- GOOGL - 8/27/14 0.0429 shares @ $582.35 / 0.00% YOC / $0.00 annual dividends
- DPS - 8/27/14 0.3987 shares @ $62.70 / 2.62% YOC / $0.65 annual dividends
I've currently got a purchase order lined up for more shares of Hershey's (HSY) and I'll be looking to add another $100 or so this coming week to continue building up the portfolio. The no fee investing is really great for small but consistent purchases.
My forward 12-month dividends for my Loyal3 portfolio are now up to $3.87. Adding that to the $4,986.29 for my taxable account and my total forward dividends are up to $4,990.16. That's 99.80% of the way towards my goal of $5,000 by the end of the year. With 4 full months left to save and invest I expect to be well over the my original goal and can hopefully push my forward dividends up over $5,500. I'll be coming up with a new goal early next month.
I've updated my Portfolio page to reflect these additions.
If you want to open an account and Buy Stocks Fee-Free$0 fees to buy and sell stock.Open a free online account today. (Affiliate Link). Whether you use the link or not I still think Loyal3 is a great platform if you're looking to invest small amounts of capital for free.