Over the last few months, I’ve been shifting my view of my entire portfolio from being a collection of “stocks” to a collection of “businesses”. This is also a point that fellow blogger Dividend Mantra pointed out, in his recent post, Warren Buffett’s Wise Words. Mantra’s recent post really hit home for me and I’m sure for many other dividend investors as well. A recent post on the Dividend Ninja by Dan Mac, Find Investment Success with a Business Point of View, also hit home along the same line of thought. Last week, with this in mind, I made a couple of changes to my portfolio. I sold positions in one company and some of my bond holdings, in order to purchase “businesses” I wanted to own. I purchased 50 shares of McDonalds (MCD) and added 30 shares of Coca-Cola (KO).  What did I sell? You’ll have to wait until next week of course to find out, but here is why I bought MCD and KO. McDonalds (MCD) Back in March 2011, I purchased 20 shares of MCD at $75.00 per share ...

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[easyazon-image-link asin="0965175081" alt="The Single Best Investment: Creating Wealth with Dividend Growth" src="http://ecx.images-amazon.com/images/I/514aHF5BDrL._SL500_.jpg" align="left" width="200" height=303"]This week markets continued their meteoric rise, after a recent slump in May. As I mentioned in my last post, with cash to invest it was getting difficult to find stocks that were attractively priced. In the end I simply decided to top-up current holdings, and keep the cogs in the dividend and bond machine moving. I’m pretty confident with my buys of BNS, RY and topping up on CLF. Coca-Cola (KO) split their shares in a 2:1 for stock split last week, putting a smile on the face of many long-term dividend investors! For new investors it makes KO much more affordable per share as well – though watch for a possible post-split-bounce. Cisco Systems (CSCO) exceeded analysts’ expectations, and the price surged nearly 10% from Thursday lows of $17.35 to close Friday at $19.06 ...

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