05-23-2015, 08:54 PM
(This post was last modified: 05-23-2015, 08:56 PM by Dividend Watcher.)
Last week added 5 more shares of GILD at $112. Once I decided to add, it kept inching up above my limit order so spent the week chasing it.
Also opened a 1/3 position in WPC in my own portfolio. My wife already owned it and that 6% yield, reasonable P/AFFO and strong DGR for a REIT was just too tempting.
With the BBL demerger and the WPC add, the number of my portfolio positions is bumping up against my business plan limits. Think it's time to let the rest of the MAT position go. Still thinking of what to do with the South32 shares. Utilities still aren't cooperating either.
Also opened a 1/3 position in WPC in my own portfolio. My wife already owned it and that 6% yield, reasonable P/AFFO and strong DGR for a REIT was just too tempting.
With the BBL demerger and the WPC add, the number of my portfolio positions is bumping up against my business plan limits. Think it's time to let the rest of the MAT position go. Still thinking of what to do with the South32 shares. Utilities still aren't cooperating either.
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“While the dividend itself is merely a rearrangement of equity, over time it's more like owning an apple tree. The tree grows the apples back again and again and again, and the theoretical value of the tree doesn't change just because of when the apples are about to fall.” - earthtodan
“While the dividend itself is merely a rearrangement of equity, over time it's more like owning an apple tree. The tree grows the apples back again and again and again, and the theoretical value of the tree doesn't change just because of when the apples are about to fall.” - earthtodan