Here we go!

[notexactly]

So I made some modifications to my portfolio and now that I have a more developed plan with specific requirements, there will likely be no selling unless one of my requirements are met.

I sold my position at both AFL and WPC.

AFL was a potential growth play, however I'm very disappointed with their dividend increase considering their initial yield is not very attractive. Combined with the declining population in Japan, I felt like AFL was a good company but felt like my money could be used better else where.

WPC was a buy before I had developed any real system of valuing/screening a stock. The uncertainty behind the company splitting up added to this. The reason I liked WPC in the beginning was their diversification.

Both positions were sold at prices that were higher than were bought.

I also ..
Initiated a position at EMR (41 shares @ around 49)
Increased my position with JNJ when the price hit around 93
Increased my position at Apple by 1000 dollars (apple gave a stock bonus to their employees last month)

Currently the portfolio:
AAPL
XOM
JNJ
CVX
EMR
UNP

On my watchlist: NSRGY, KO, PG, MMM, TROW, PEP, O
Will let the price come to me though