I sold off AVVIY after gaining 25% but the gain was offset by another SGX stock (LKH) which I sold with a loss. It was one of the dead wood stock I own for while languishing in price and yield in my portfolio.
With the extra capital I have from my bond called, I managed to find another bond that was badly mispriced. It was one of the bond related to a telecom carrier (EMBARQ) which was bought by Centurylink. I expect Centurylink to be one
In Oct , another of my bond ( Sabra Health Care) was called early due to FED lowering interest. As Corporation can get a lower interest for issuing a new bond, they will redeem the old one with higher interest. I am expecting this to be the new norm and this has forced me to take more risk to invest in dividend stock or reit.