Fidelity Investments Dividend Portfolio Update

by | Feb 20, 2023 | Fidelity IRA

Fidelity Investments Dividend Portfolio Update




(read more)


LEARN MORE ABOUT: IRA Accounts

CONVERT IRA TO GOLD: Gold IRA Account

CONVERT IRA TO SILVER: Silver IRA Account

REVEALED: Best Gold Backed IRA


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.

See also  Avoid This Common Mistake If You Want Financial Independence Through your Health Savings Account

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.

Truth about Gold
You May Also Like

0 Comments

U.S. National Debt

The current U.S. national debt:
$35,866,603,223,541

Source

ben stein recessions & depressions

Retirement Age Calculator

  Original Size