Recent Buy - Wells Fargo & Co (WFC)

I started a position in WFC a few years back and have experienced very little total return at this point.  As is well known, the company has been in the headlines for unfavorable reasons that past couple of years and as a result has been the favorite target of a handful of politicians.  The most recent CEO, Tim Sloan, resigned a few short weeks ago and so the company is currently conducting a search for his replacement.  The vacant CEO position combined with the revised guidance the company outlined with the recent quarterly report is of course weighing stock valuation. Despite these headwinds, I believe the company is attractively valued for the long term and so I decided to increase my position.  See below for the details of the purchase.

2019 March Dividend Summary

The first quarter of 2019 is a wrap.  Overall I'm pleased with the portfolio's start to the new year and the YTD dividend income YoY performance looking really good for Q1 which of course is substantially driven by the March results since many companies pay their dividend in the last month of the quarter.  See below for the details.

Recent Buy - CVS Health Corp (CVS) and Cardinal Health, Inc (CAH)

Both of these stocks are roughly 5% below my cost basis and neither position is a very large portion of my portfolio at the moment.  Both CVS and CAH decline nearly 4% on the day following the announcement of Walgreen Boots Alliance, Inc. (WBA) Q2 results pre-market which weighed heavily on much of the healthcare sector, including CVS and CAH.  See below for the details of both purchases.