I haven’t updated my US stock portfolio, so I do so below.
Hello, OHI and WPC, welcome to my house. Thank you guys in advance for bringing me $406.5 gross annual dividend income. I hope that you guys will work as hard as I expected.
If you look at the sector allocation of my portfolio, it heavily depends on Energy, Tobacco and Telecom. I cannot expect growth from those industries. In terms of both return and yield on cost, Defence is the best, thanks solely to LMT. I am considering adding BA, but its current yield is just 2.5%. I need to wait for it to dip