This has been a busy week with numerous trades. Over the week, I added to my positions in Omega Healthcare Investors Inc (OHI) and Vanguard Total International Stock ETF (VXUS). I sold all my positions and exited from Consumer Staples Select Sector SPDR (XLP). I partially sold my positions in Claymore S&P US Dividend Growers ETF (CUD).
Partial Sell: Claymore S&P US Dividend Growers ETF (CUD)
I decided to take some profits after the new all-time highs from this fund which has seen significant capital appreciation over the year. As of today, the ETF is up 24.5% YTD and yields 1.64%.
Addition: Omega Healthcare Investors Inc. (OHI)
I decided to double my stake in OHI from 50 to 100 shares. OHI recently raised its dividend (4th one of the year) for the 26th time since 2004. The new dividend payout will be $0.48/quarter. With this addition, my annual dividend from OHI rises from $96 to $192. My current YoC is 6.05%.
Addition: Vanguard Total International Stock ETF (VXUS)
I decided to add to my position to VXUS. With the current exuberance of the US market, I think there are more opportunities for growth in the international markets – especially with EU looking a little bit more stable now that Spain has finally exited the recession (source).
Closed: Consumer Staples Select Sector SPDR (XLP)
I have nothing negative to say about the Consumer Staples ETF. It is still a great defensive play on the market in case of downturns. This trade was purely some profit taking after the recent all time highs.