Recent Buy - CVS Health Corp (CVS)

While waiting the span of several weeks after the first of the year, I recently made another purchase within a span of week from the first purchase in 2019.  This most recent purchase is a new position for the portfolio, CVS Health.

Recent Buy - Bayer AG (BAYRY)

I've finally made my first purchase of the year, last week, on the 81st day of 2019.  I certainly did not anticipate waiting this long.  The rapid rebound in the overall market's valuation during this first quarter of the year I think took many by surprise and I was certainly hoping to add to positions at much more attractive valuations on the whole than can currently be found.  Even BAYRY has been begun creeping back up to the low $20's in recent weeks but that came to a halt when additional verdicts against the company came to light in recent weeks which is playing a part in the stock now retreating below its previous 52 week lows in the mid $16 range. And now, this week, JNJ and BAYRY announced a $775M settlement related to the drug Xarelto despite winning all 6 cases that went to trial according to the Dow Jones Newswires likely adding to the further weakness in both stocks.  See below for additional details on the recent purchase.

2019 February Dividend Summary

Two months into the new year and still have yet to make my first purchase for 2019.  Nonetheless, my inactivity has not precluded my accounts from receiving monthly dividend deposits.  February continued the streak of YoY dividend income gains, ringing in a favorable variance of 24%.  Take a look at the breakout of this monthly dividend income below as well as some highlights from my reading of Warren Buffett's latest annual shareholder letter.