In November I discussed how I made minor adjustments to my portfolio given current circumstances. I ended up selling my local bank, First Source (SRCE), and bought into Royal Bank of Canada (RY). Both companies are in the same industry, banking, and carry a dividend yield over 3%. However, RY is the largest bank in Canada by … [Read more...]
Recent Buy: Bank of Nova Scotia
Over the past few months I haven’t added any new positions. However, in the market turbulence I’ve been adding to current positions. I’ve added on to AAPL, UPS, HRL, PG, and most recently BNS. Thankfully, I increased my stake in Apple in the 160s when the Dow was bouncing up and down 1000 points. And more recently, I’ve doubled down again on … [Read more...]