Portfolio update: I have changed to second gear, adding some new positions (V, UL, NKE) and building up earlier ones since the last post. Current portfolio is listed with weights in the beginning of the opening post. Comments?
I'm now also roughly half invested. I was planning to hold at least a 50% cash position until there would be a more serious pullback. Now I think I'll just add monthly and keep on eye for bargains, near term future could be interesting I think. I'd like to be fully invested eventually and don't mean to really time the market, just to not go all-in too quickly. Only thing I've actually learned in the past years is the market doesn't need to do anything.
Currently I'm pondering on adding to CVS (bought at 90$) and looking at DEO, MCD, AFL if I were to add new names with these prices.
I'm now also roughly half invested. I was planning to hold at least a 50% cash position until there would be a more serious pullback. Now I think I'll just add monthly and keep on eye for bargains, near term future could be interesting I think. I'd like to be fully invested eventually and don't mean to really time the market, just to not go all-in too quickly. Only thing I've actually learned in the past years is the market doesn't need to do anything.
Currently I'm pondering on adding to CVS (bought at 90$) and looking at DEO, MCD, AFL if I were to add new names with these prices.