May 2025 Stock Purchases

As I'm writing this blog post, it's Friday, May 23rd. The temperatures here in Central Wisconsin have been cool in recent days and that's going to continue for the foreseeable future. The high temperature isn't expected to reach 70 degrees Fahrenheit again until next Wednesday.

With that aside, there's roughly one week of trading left in the month. I have already completed all of my anticipated transactions for the month, so I figure now would be a good time to highlight those purchases.

Stock #1: Amazon (AMZN)

The first stock that I purchased in May 2025 was three shares of Amazon at an average price of $190.30 a share. Curious readers can check out my investment thesis in my May 2025 Stock Watch List blog post.

Stock #2: NextEra Energy (NEE)

The next stock that I added to during the month was 10 shares of NextEra Energy at an average cost per share of $67.31. Originally, I planned to bolster my position in Brookfield Asset Management. However, BAM's shares rallied to a less attractive valuation in the time that elapsed from my May 2025 Stock Watch List blog post to early May. This transaction added $22.66 to my net annual forward dividends, which equates to a 3.37% net dividend yield.

Stock #3: Realty Income (O)

The third stock purchase that I completed in May 2025 was 11 shares of Realty Income at an average price of $57.39 a share. Interested readers can check out my investment thesis in my May 2025 Stock Watch List blog post that I linked to earlier. This added $35.442 to my portfolio's net annual forward dividends, which works out to a 5.61% net dividend yield.

Bonus Stock Purchase: Nvidia (NVDA)

The final stock that I purchased during the month was another four shares of Nvidia at an average cost per share of $113.33. Initially, I was going to add more to Microsoft. That changed after MSFT rallied significantly following its Q3 earnings report. This transaction increased my net annual forward dividends by $0.16, which is a 0.04% net dividend yield.

Concluding Thoughts:

I put $2,328.62 of fresh capital to work in May 2025. Compared to the $58.262 in net dividends added through these purchases, this is equivalent to a weighted-average net dividend yield of 2.50%.

My net annual forward dividends also grew by $6.72 from dividend increases in May 2025. Collectively, these factors pushed my net annual forward dividends from almost $5,870 at the start of May to nearly $5,935 heading into June. Sometime next month, I expect to surpass the $6,000 milestone in net annual forward dividends.

Although this blog post won't be published until the day after Memorial Day, I would like to conclude by wishing everyone a safe and healthy holiday weekend. I'd especially like to thank those who paid the ultimate sacrifice in service to this great country, as well as their families!

Discussion:

How was your capital deployment in May 2025?

Did you open any new positions during the month?

I appreciate your readership and look forward to your comments below!