Recent Buy: Omega Healthcare Investors, Inc.

Monthly purchase was this time motivated by the need to balance out the overall portfolio. OHI was an existing position which was now increased to full position (full position here means roughly 5% weight). On November 20th I bought 30 shares for 37,27 USD per share. With this move my overall REIT exposure is a bit one the high side but it will balance itself out in few months.

In the following months I’m hoping to add on existing positions on TeliaSonera, Nordea, Aflac and Deere and to open a new position in one european company preferably in insurance business (Munich Re being a strong candidate). Timing and actual companies depend on the current market situation though.