Fidelity Investments Dividend Portfolio Update

by | Feb 20, 2023 | Fidelity IRA

Fidelity Investments Dividend Portfolio Update




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Fidelity Investments recently released its dividend portfolio update, giving investors an insight into the potential returns from some of their most popular dividend-paying stocks. The update highlights the performance of some of the most popular dividend-paying stocks in the Fidelity portfolio, including AT&T, Microsoft, and Apple.

The update provides investors with a snapshot of the performance of the Fidelity dividend portfolio over the past 12 months. The portfolio has returned an impressive 9.3% over the past year, beating the S&P 500 by nearly 4%. This is an impressive performance, especially considering the volatility of the stock market over the past year.

The portfolio is diversified across a range of sectors, with the top 10 holdings accounting for nearly 50% of the portfolio’s total assets. The largest holdings in the portfolio are AT&T, Microsoft, Apple, Johnson & Johnson, and Procter & Gamble. These five stocks account for over 25% of the portfolio’s total assets.

The portfolio also includes a variety of other dividend-paying stocks, including Chevron, ExxonMobil, Verizon, and Pfizer. These stocks have all performed well over the past 12 months, with the portfolio returning an average of 8.9%.

The Fidelity dividend portfolio update also provides investors with an insight into the performance of the portfolio over different time periods. The portfolio has returned an average of 8.7% over the past three years, and 7.5% over the past five years. This indicates that the portfolio has been able to generate consistent returns over time.

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Overall, the Fidelity dividend portfolio update provides investors with an insight into the performance of some of the most popular dividend-paying stocks in the Fidelity portfolio. The portfolio has returned an impressive 9.3% over the past year, and has generated consistent returns over longer time periods. This is an encouraging sign for investors looking for a reliable source of income from dividend-paying stocks.

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