12-20-2017, 12:12 PM
When starting out with your portfolio, don't worry about being overweight in a sector. In 10 years or less, the Consumer Discretionary sector will be normal size. Future purchases will lower the size. And buy where the value is not what is underweight when starting out with your portfolio. You have a great start. 3.12% yield with over 13% of your holdings not paying a dividend is very nice. I own 9 of the same stocks that you do. Keep up the good work.