What Did You Buy Today?

[Forticus]

quote myself from my today's comment in Chowders comment stream (SA blog: Psychology of the Market):

- - -

Last page of the orderbook for 2017 as of today:

Sold the double position of CEF [=ticker], as part of the plan to raise the DGI part of the portfolio to 90%. Remaing 10% with allowance for gambling, doghouse, greenhouse, or DGI without D such as BRK.B.

Added to SU, RY, TD, CSCO, ABBV, AMGN, SPG.
All of them do have a high yield of above 2.9% and their most recent dividend increases or announcements [MRIA] are above 9%, high yield and high growth, Class I.

Added to IBM, high yield and low MRIA, Class II for income.
Added to LOW, low yield and high MRIA, Class III for growth.
Added to MCD, low yield and low MRIA, Class IV for I'm lovin' it,
My table shows MCD among the most highly valued stocks - and yes, I really value it.
Also, I do have a tiny suspicion that it is turning back from an income stock into a growth stock.

All those buys dedicated 10% of the portfolio to an income with an all over weighted yield of 3.0% and MRIA of 10.5%.

Non-DGI postions in the portfolio are BRK.B with 3% and cash with 0.1%.
New deposits will be send Jan 2nd, 2018 to the broker.

Lucky as I was in July 2015, today I might have bought again on an all time high for the next 12 months. But. I. Bought.

Orderbook of 2017 closed.
Bamm!
The back side of the book reads:
Merry Christmas and all the very best for 2018, especially health!