What's That Fund - $SPHD


At one point in time I did own some $SPHD. It is an index fund and tracks a certain metric. This fund tries to capture high dividends and low volatility. This means the top holdings are most likely those that lay out a hefty and consistent dividend but have not changed in value too much lately. 

Index funds are always shifting around their underlying holdings so it is important to keep up to date with what is going on in this. 

$SPHD pays a monthly dividend which makes it attractive for cash flow, but it has a high expense ratio. Some argue that the extra profit they can make with the more frequent cash flows can negate the expense ratio. I will leave that up to the investor to decide!

Here are the top holdings for $SPHD as of 8.21.2020 according to Fidelity. 


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Snarf, but with a hint of #crypto

Personal Finance and Investing
Personal Finance and Investing

I really enjoy talking about personal finance. I like to share my insights with others' as well as learning from others. I also like to share my financial and investing journey with other people.

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