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Monday, June 22, 2015

Recent Buys : June 22, 2015

I decided it was time to diversify a bit and sold my shares of APO in my IRA account. I have been wanting to diversify this account for a while and there is still some work to do as I currently have 42% of my funds allocated to WPC.

My buys today cover several strong stocks I have been following and a couple new ones that were introduced to me by fellow bloggers.

I bought:  RDS.B, DPS, TROW, CMP, BAX.
I sold: APO

Here are the details of my transactions:

  • Bought 18 shares of RDS.B @ $60.25 adding $67.68 to my forward annual dividends.
  • Bought 15 shares of DPS @ $74.75 adding $28.80 to my forward annual dividends.
  • Bought 15 shares of TROW @ $78.939 adding $31.20 to my forward annual dividends.
  • Bought 12 shares of CMP @ $83.368 adding $31.68 to my forward annual dividends.
  • Bought 15 shares of BAX @ $70.169 adding $31.20 to my forward annual dividends.
Overall, my forward dividends decreased by ~$150 because APO had a massive 6% projected yearly dividend. However I don't feel that dividend is sustainable by APO which is part of the reason I sold. I am much happier with these new purchases

See my updated portfolio page here:


How do you feel about these purchases? Own any or planning on buying?
Posted by at

13 comments:

  1. Roadmap2RetireJune 22, 2015 at 5:05 PM

    Wow lots of purchases there! Congrats on adding $150 to your dividend income....thats awesome!

    R2R

    ReplyDelete
  2. Adam - IWTRSJune 22, 2015 at 5:34 PM

    Hi R2R! Thanks for stoppig by and the encouragement. Its more of a rebalancing but it still feels good. Hopefully i will add again in a few weeks!

    ReplyDelete
  3. Dividend for StartersJune 23, 2015 at 4:20 AM

    Hey Adam,

    These buys look very solid to me.
    I definitely want to buy TROW and BAX. Especially TROW is looking so attractive at the moment.

    While your net passive income might not profit from this change, I do think this diversification is the right choice. Great job!

    Best wishes, DfS

    ReplyDelete
    Replies
    1. Adam - IWTRSJune 23, 2015 at 9:16 AM

      Hi DfS, thanks for commenting. I feel much more comfortable with this setup than i did owning APO.

      I saw a few others buy TROW and BAX so i did my research and liked what i saw.

      I like RDS at this price but i think the next year might be rough. We will see.

      Thanks for stopping by.

      Delete
  4. Captain DividendJune 24, 2015 at 7:10 AM

    Thank you for putting CMP on my radar. I'll have to do some research on that one.

    ReplyDelete
    Replies
    1. Adam - IWTRSJune 24, 2015 at 10:57 PM

      Youre welcome, Captain. They arent a household name but the data looks good from what i can see.

      Delete
    2. Adam - IWTRSJune 24, 2015 at 10:59 PM

      Oops hit send too early. Thanks for the comment Captain!

      Delete
  5. Dividend EmpireJune 24, 2015 at 3:39 PM

    All great buys - I own CMP and TROW as well. At this rate you will retire very soon!

    Take care,

    Ken

    ReplyDelete
    Replies
    1. Adam - IWTRSJune 24, 2015 at 10:59 PM

      Hi Ken, thats the plan! Although im still a ways off. Every bit helps. Glad to see someone else with CMP! Thanks for stopping in.

      Delete
  6. Div4sonJune 24, 2015 at 10:14 PM

    Adam, I like your purchases. I want to add more to my TROW position if it stay at these prices. Interesting choices on CMP and DPS. Will research more on CMP....
    D4S

    ReplyDelete
    Replies
    1. Adam - IWTRSJune 24, 2015 at 11:01 PM

      Hi DS, TROW seems to be popular right now. It sure looks good! Hope you can pull the trigger soon on it! Thanks for commenting!

      Delete
  7. Mark - DividendDeveloperJune 25, 2015 at 12:19 PM

    Of the 5, I like TROW and CMP the best. TROW is always a good choice, and CMP is one of those hidden gems that really needs more exposure than it gets. I love the products, especially during wintertime in Wisconsin. I'm actively considering swapping out my BBL and SOUHY for a stake. BAX, I see as cutting its dividend with the BXLT spinoff. RDS.B is iffy with the dividend, and I think DPS is overvalued (but still a good company). Thanks for sharing!

    ReplyDelete
    Replies
    1. Adam - IWTRSJune 25, 2015 at 2:57 PM

      Hi Mark, I am with you. I like CMP a lot right now. The others only time will tell. They are currently a small percentage so Im not too worried.

      Thanks for your feedback and comments!

      Delete

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