02-22-2019, 11:30 AM
Having lost all confidence in management, I decided to cut my losses and exit my KHC position entirely. Paired the loss with a sale/gain on LLY, then added to ADM and initiated a new position in GD. Overall portfolio income is roughly the same as what it was before the KHC cut, and the quality/risk profile of the overall portfolio feels better.
This leaves GIS on my "DGI holdings that aren't living up to expectations" list.
This leaves GIS on my "DGI holdings that aren't living up to expectations" list.