As I'm writing this blog post, it's currently Saturday, May 2nd. The temperature here in Central Wisconsin is going to reach a high of 62 degrees Fahrenheit later today with a partly sunny forecast. In other words, it's a somewhat ideal day for this time of the year (although I would gladly take at least another 10 degrees). Better yet, tomorrow is going to hit 72 degrees with a sunny forecast.
With that aside, I want to take a moment to highlight my stock purchases for April 2026. Let's dig into it!
Stock Purchase #1: Automatic Data Processing (ADP)
I purchased another four shares of Automatic Data Processing at an average cost of $203 per share. In my April 2026 Stock Watch List blog post, I outlined my investment thesis for ADP. The $27.20 boost in net annual forward dividends works out to a 3.35% net dividend yield.
Stock Purchase #2: Microsoft (MSFT)
My next stock purchase was an additional three shares of Microsoft at an average price per share of $373.26. Once again, readers can check out my investment thesis in my April 2026 Stock Watch List blog post linked above. This transaction lifted my net annual forward dividends by $10.92, which equates to a 0.98% net dividend yield.
Stock Purchase #3: NVIDIA (NVDA)
I also picked up another five shares of NVIDIA at an average cost of $175 per share. Curious readers can find my investment thesis in my April 2026 Stock Watch List blog post. The $0.20 increase in my net annual forward dividends is equivalent to a 0.02% net dividend yield.
Stock Purchase #4: UnitedHealth Group (UNH)
My fourth stock purchase was an additional three shares of UnitedHealth Group at an average price per share of $273.25. Interested readers can peruse my investment thesis in my April 2026 Stock Watch List blog post. The resulting $26.52 rise in net annual forward dividends works out to a 3.24% net dividend yield.
Stock Purchase #5: VICI Properties (VICI)
My final stock purchase was another 35 shares of VICI Properties at an average cost of $27.31. Readers can view my thoughts on VICI in my April 2026 Stock Watch List blog post. The $63 in net annual forward dividends equates to a 6.59% net dividend yield.
Concluding Thoughts:
In April 2026, I deployed $4,582.54 in net capital. This led my net annual forward dividends to jump by $127.84, which is equivalent to a 2.79% net dividend yield.
My net annual forward dividends also rose by $7.15 from the dividend raises that I received in April 2026. This is how my net annual forward dividends climbed from around $7,235 at the start of the month to around $7,385 heading into May 2026 (including modest upward adjustments in net annual forward dividends from my ADR holdings).
Discussion:
How was your April 2026 for capital deployment?
Did you start any new positions or exit any positions in the month?
I appreciate your readership and welcome your comments below!
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