Adding Omnicom (OMC) to My Monthly Investment Plan

It has been seven months since I last modified my monthly investment plan. Today, I found another investable stock offering a no-fee direct stock purchase plan (DSPP): Omnicom (OMC). Ever since loyal3 closed shop, my monthly investment plan has been pared significantly. With this new addition, my current monthly investment now totals $3000. OMC provides additional diversification to my portfolio by adding a new sector and limits the max allocation to any sector to 20%.

Ticker	Rating	DGI	Shiller P/E	Yield	Payout ratio	Monthly Invest	Sector	Sector Total	Sector Percent
NVS	A1	D	17.35	0.00%	0.00	$200.00	Healthcare	$600.00	20.00%
SNY	A2	D	23.09	3.67%	0.85	$200.00
BDX	B+2	A	40.56	1.33%	0.54	$200.00
DPS	A2	C	32.15	2.65%	0.85	$200.00	Staples	$400.00	13.33%
GIS	B1	B	21.68	3.72%	0.81	$200.00
XOM	B+1	A	11.17	3.78%	0.42	$300.00	Energy	$300.00	10.00%
AFL	D	A	16.86	2.13%	0.36	$300.00	Financial	$500.00	16.67%
BMTC	D	C	27.98	2.04%	0.57	$200.00
EMR	A2	A	19.46	3.26%	0.63	$200.00	Industrial	$600.00	20.00%
UNP	A2	C	29.40	2.10%	0.62	$200.00
VMI	D	D	26.10	0.94%	0.25	$200.00
YORW	D	B	44.79	1.86%	0.83	$200.00	Utility	$200.00	6.67%
OMC	B2	C	16.88	3.57%	0.60	$200.00	Discretionary	$200.00	6.67%
SON	C2	A	24.08	3.06%	0.74	$200.00	Material	$200.00	6.67%
Total			24.37	2.47%	0.60	$3,000.00		$3,000.00	100.00%
Rating	$	%			DGI	$	%
A	$1,000	33%			A	$1,200	40%
B	$1,200	40%			B	$800	27%
C	$200	7%			C	$800	27%
D	$600	20%			D	$200	7%
Total	$3,000	100%			Total	$3,000	100%
Rating is based on Morningstar as follows:
A=Wide Moat; B=Narrow Moat; C=No Moat; D=Not rated by Morningstar
+=Exemplary; [blank]=Standard; -=Poor stewardship
1=Low; 2=Medium; 3=High; 4=Very High uncertainty
DGI (Dividend Growth investing) as follows:
A=25+ years of higher dividends;
B=10-24 years of higher dividends;
C=5-9 years of higher dividends;
D= less than 5 years of higher dividends.

The overall plan portfolio's P/E 10 is now 24.38, equivalent to an earnings yield of 4.10%, which is a little expensive. The overall yield of 2.69% is also a bit high, giving a payout ratio of 66%, which leaves little room for growth, though it is at least sustainable. I will continue to look for stocks with lower payout ratios to replace the high payout offenders such as those in the Staples and Utility sectors.