Update: On November and December I slowly added to some positions and added a few small ones for companies I really want to own. Got ABT this month but no other buys so far this year. Also closed TGT, RDS and TROW for some gain and due to not being sure about owning companies in these industries either. Current portfolio of 15 stocks with weights:
KO 7%
PEP 7%
PG 3%
UL 7%
CVS 7%
DIS 9%
NKE 4%
V 14%
MMM 2%
JNJ 14%
ABT 3%
GSK 8%
MSFT 1%
T 7%
VZ 7%
KO 7%
PEP 7%
PG 3%
UL 7%
CVS 7%
DIS 9%
NKE 4%
V 14%
MMM 2%
JNJ 14%
ABT 3%
GSK 8%
MSFT 1%
T 7%
VZ 7%