Quite a few changes

Many portfolio changes to report - Most changes were made to improve the overall QDV, yield, or both.

One shift was made to sell Metlife (MET) and replace it with Chubb (CB) insurance. Why the switch? Both insurance companies are excellent stocks, both are highly rated by S&P, and both have good dividend growth. But Chubb's yield was higher, and it pays the dividend quarterly, while Metlife only pays annually. It was a tough decision to sell MET, since it a great stock, but I decided that Chubb was a smarter choice, and I wanted to stay with Allstate and Chubb. I didn't want a third major insurer now.

Last week I had made plans to buy Yum! Brands (YUM), 21st Century Holdings (TCHC), and Commerce Group (CGI). Unfortunately I waited one day too long to buy CGI, since yesterday it went up over 8% in one day. This surge was due to its shares just being added to the S&P 400 Midcap index. It was down a little today, but not enough to get me to buy just yet. I did pick up the other two though. All three have excellent QDV.