Weekly Portfolio Summary

12 Oct 2019 11:57
Tags

Previous: New Buy APLE

Next: New Buy IBM

Back to list of posts

The week started off down but rallied on Thursday & Friday to a small gain for the week.

There was good news from Fidelity who announced they are jumping on the no fees stock transaction band wagon. Cannot say I am shocked as companies like Robinhood & M1 Finance have made such an impact on not just new but legacy investors too. For me personally this opens up more frequent buying as I know longer wait to buy in $1000 minimums.

While I have M1 Finance & Fidelity accounts I plan to continue to keep both as each offers unique benefits. M1's business model with Pies & fractional shares is unique enough to allow it to survive but growth may slow down. Whereas I am unsure about Robinhood now that the big brokerage houses offer the same benefits. We will have to wait and see if Robinhood & M1 can innovate further.

Portfolio Activity

weekly_333.png

Portfolio News - (In Case You Missed These Headlines)

Apple Hospitality (APLE)

Brookfield Renewable Partners (BEP)

Fastenal (FAST)

Johnson & Johnson (JNJ)

3M (MMM)

Newtek Business Services (NEWT)

Prudential Financial (PRU)

AT&T (T)

T. Rowe Price (TROW)

United Parcel Service (UPS)

Interesting Blog Posts or Articles

Blog Posts

Articles

Comments: 2

Add a New Comment
or Sign in as Wikidot user
(will not be published)
- +

Unless otherwise stated, the content of this page is licensed under Creative Commons Attribution-ShareAlike 3.0 License