Today, I have initiated a position on FIRST REIT (14,000) and consolidated my position on AIMS capital (+6,000). Take a look at the portfolio on the right.
Rationales:
- high dividend yield on both stocks and strong analyst reccomendations
- potential of uplift of stock price (in particular for AIMS capital) compared to average analyst target prices
- solid fundamentals
- diversify the portfolio with positions in the health sector
As a side note, the market is an historical high and there are not many options out there to invest with high yield (~5-8%), the best I could find so far are REIT (in this case I am trying to diversify a bit) and high yield ETF (see my previous post on iShares ETF).
Looking forward for a prosperous 2013 ;-)
Dividend rider
