There wasn't much news to report for my portfolio although I did close out one position of mine because it just didn't fit the narrative of my portfolio any longer. Actually for a couple months now but I finally decided to close the position. I have some plans for what to do with that capital but any suggestions are always welcomed. As of now I'm looking at investing part of that capital into a REIT and then I'm not quite sure what else I'll invest in. I hope to start getting more stock analyses written over the weekend, but that will definitely depend on whether I end up going back to work or not. The start of a new job is always very hectic and throws my schedule out of whack for a couple days.
In case you missed them, here's the posts from this past week.
- Recent Buy
- Dividend Update - April 2015
- Johnson & Johnson: Quality at a Reasonable Price (on Seeking Alpha)
- Recent Sell
Once again I'd like to say thanks to each and every one of you that read, commented, and shared posts from here this past week. I think this dividend growth investing and financial independence community is amazing and the openness from everyone is awesome. Thanks again!
Now on to the links!
Investment Income Update - April 2015 by Retire Before Dad
Dividend Portfolio Sector Allocation May 2015 by DivHut
Biotechnology for Dividend Stocks? by Financially Integrated
Happy Trails? by Income Surfer
Passive Income Update - April 2015 by Roadmap2Retire
How to be an Intelligent Dividend Investor by Dividend Growth Investor
Be Mindful: Your Thoughts and Experiences Shape your Investment Strategy by FI Fighter
You can have it all, just not all at once by Dividend Hustler
The Shocking Truth About Share Buybacks by Chuck Carnevale on Seeking Alpha
Destination: 2015 Berkshire Hathaway Annual Shareholders Meeting by Dividend Mantra
Growing a Dividend Forest by Sure Dividend
Recent Purchase and Analysis of Omega Healthcare Investors (OHI) by My Dividend Growth
Top 5 Low Dividend Yield High Dividend Growth Stocks by Dividend Diplomats
Stock Valuation: The Mystery of the Discount Rate by The Dividend Guy
Also, if you're looking for investment ideas, A Frugal Family's Journey keeps a list of stock analyses and recent buys from fellow bloggers.
I hope you all have a great weekend!