Another Great Day for me. I outperformed the R3K by over 60 basis points and I now am smoking the benchmark by 8.4%. A large part of it is due to my "G" stocks: GNW and GTAT On a dollar basis, my total gain for the year is $412,000 (using my multiplier). About $120,000 of that gain is from GTAT and GNW, which are now my largest two positions.
They were up 3.4% and 2.3% today, so they continue to outperform. It is always so tempting to sell your big winners early, but I have managed to resist the temptation and ridden both to much larger gains.
I did buy two new stocks for my dividend portfolio today. One was an old favorite, ABR They had a secondary offering today and the stock dropped 5%+, so I decided to pull the trigger (I had a buy order in at 6.42, but am not sure it was going to ever drop that low). Finally, I bought IP This is a stock I have watched for quite a while. They are a steady eddy and should benefit from improving international economy. They trade at about 10x earnings and pay a 2.9% dividend.
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