4% Yield Portfolio?

[Forticus]

Great, healthcare is one of my favored sectors. However, I already got 4 drug makers and would need to start a seperate fund to add more. But it's always good to have a Plan-B-list at hand. Curious whether you will put CVS on that list. I allocated it to Consumer Staples. Reasoning includes my breakfast and will be revealed in my Q1 report.