La otra compra ha sido O.
“I just made a purchase in the Roth portion of this account. I added to O.
I want O to be a full position, and a full position in this portfolio is $6K. The purchase today brings O up to $4.8K so I’m working on it. I could have waited a couple of more weeks for more cash to arrive but I will have missed the next ex-dividend date if I had, so I made the purchase today and locked in one extra dividend payment for the year from O.
That makes two purchases today, one in the taxable account (PTY) and one in the Roth (O).
The objective is 10% dividend growth for this year and I am behind on that objective, so I am focusing more on yield for these purchases.
PTY yields 9.9%
O yields 4.4%
I’d say these purchases support the primary objective.
That will be it for this month. It will probably be the middle of next month before I get to buy anything else in this portfolio.”