September 2022 Coffee Can Portfolio Update

I have account with both Fidelity and M1. I think M1 is nice for dollar cost averaging but other than that I like Fidelity much better. I can have multiple accounts and no limit on the number of positions in the account.

I am not positive

I am told they do, but I am positive since I only buy whole shares.

Hmmm... I don't have a checklist or fact sheet for the rules. But my buys are simply the highest shareholder yields in each sector, weighted equally 3% for 33 stocks and then roughly equal weight sectors to the S&P 500. And I'll only accept if has a Wide or Narrow economic moat.

Yep!

Hi Dave - thanks for subscribing! Could I answer this question in next month's Q&A video? That might be easier.

Does Fidelity offer fractionals?

Is there a checklist/fact sheet for coffee can rules

Hi, Nathan. Is M1 purchasing fractional shares in order to meet your weighting requirements?

See the video The Coffee Can Experiment (Month #1) posted on AUGUST 5 AT 1:06 PM

rter, would I put more money in each time? Will your total amount invested be $120,000 (12k X 10 years)? How does your strategy differ from SYLD? Can you take screen shot of your 30 stock ticker symbols Each month? Thanks for all you do

Hey Nathan, I’m a new patron, like your wisdom for a young guy! I’m 57 so my time for doing can approach of 30 stocks every month or three months may be sho

Hi Nathan, Since you are a Member of Morningstar, why don't you use the Portfolio Tool? I have been using the site Portfolio Visualizer for years. Since I am at Fidelity and old school(though I am sure you can do this on autopilot), I enter buys and sell within different portfolios. You get Gains, Performance, etc. Dennis

You're looking for the August portfolio? Not the September, right?

Hi Nathan In you video I am unable to figure out what extra stocks added to aug 2022 portfolio I am unable to figure out If can list out details really Appreciated Thanks

VR9