Month: March 2016

Since Coca-Cola is way too expensive for me at the moment, I was considering Diageo and VEREIT for my next purchase. VEREIT entered my portfolio as a purely speculative risk play after the infamous ARCP disaster hit. Now I decided the remove that status and purchased additional 120 shares for 8,61 USD per share.

This also means that there are no “risk positions” in this publicly tracked portfolio. In my strategy I’ve ruled that one of such positions is allowed with limited weighting. In future I might handle similar positions within a different portfolio but that remains to be seen.

Portfolio balancing for NYSE:GE with a purchase of additional 40 shares for 30,29 USD per share. I’m not a huge fan of averaging up but I suppose that would count as a first world problem. I’m actually quite bullish on GE so I don’t really have huge problems with the current valuation. Coca-Cola Company (NYSE:KO) would require similar actions but it has a bit more challenging valuation in my books. I’m also keeping an eye on the Diageo (NYSE:DEO) for my next purchase.