Monday, August 17, 2015

New Position: JNJ

Friday I bought 9 shares of JNJ. This is a new position, and also a new sector, which is good for further diversity in my portfolio.  JNJ is well-known amongst dividend investors. I was torn between JNJ and CAT, with CAT having a much higher current yield, at 4% vs 3% for JNJ. Looking at the longer term growth I believe JNJ has a more sustainable dividend growth story. CAT also faces some short term macro economic head winds in several locations. I will continue to watch CAT, and will consider it for a new position next month.  Next month I will go through the analysis again and see if I should build up my JNJ position, or jump into CAT.

JNJ adds 27 dollars to my expected annual dividend income. Total expected annual income now stands at 4,915.64.

2 comments:

  1. Nice add with JNJ. It doesn't get more blue chip than that name. I have held that stock for about 8 years and plan to keep it indefinitely. CAT is another long term holding of mine that I would like to add to at these levels. When you see a yield around 4% it grabs your attention.

    ReplyDelete
    Replies
    1. Thanks for stopping by and commenting. There are a lot of stocks on sale today (8/24). Did you pick anything up ?

      Delete