Posts: 6,404
Threads: 47
Joined: Aug 2018
Reputation:
64
AEP is too cheap to sell any here and it will trim itself when I sell covered calls on the eventual run. DIV is very good in the meantime. SOXX is about #30. It would be much higher if I didn't already own TSM, AVGO and QQQ. No DFEN ever. My MIL Defense stocks are also intended to be a defensive part of my port. When I want to play options I will be in charge. I don't need an ETF.
Posts: 1,001
Threads: 85
Joined: Apr 2015
Reputation:
16
LOL yes I'm getting old I'm 50 now
Here's my top 10 as of now 2021 with top ten ending 2020 in parentheses
1. APPL (APPL)
2. NVDA (SHOP)
3. SHOP (NVDA)
4. GILD (GILD)
5. MKL (VZ)
6. VZ (QCOM)
7. QCOM (MKL)
8. MGA (ABBV)
9. MO (MO)
10. ABBV (BMY)
all the same top 10 albeit different positions other then BMY is out from position 10 and MGA moved in to position 8
Posts: 6,404
Threads: 47
Joined: Aug 2018
Reputation:
64
This is one of my favorite threads here. We usually have conviction in our top ten if it's been held a few years. I know a lot of the folks stay informed on their core holdings and it's generally a good place to find stocks to research. There are very few stocks listed here that I would be uncomfortable holding a decent sized position in.
Posts: 1,001
Threads: 85
Joined: Apr 2015
Reputation:
16
07-01-2021, 09:29 AM
(This post was last modified: 07-01-2021, 09:30 AM by rayray.)
I forgot my wife's is...I know this is all she has in her ira..not ten
AMZN
ENT
AOS
ENB
And yes...it's my fault cause I manage it but it's done well
Posts: 1,682
Threads: 55
Joined: Oct 2020
Reputation:
5
Now I feel the need to own AOS because I was a big Agents Of Shield fan. No seriously, the 5 year chart looks sweet.