06-26-2019, 12:53 PM
I sold out of a lot of names today. Wont list which ones but I decided to just own 25 names going forward and keep adding to those names on dips. I did well but just too much to keep watch on lol
So I narrowed my long term holdings down to 25 names - MCD, HD, MRK. CCI, MA, V, MSFT, DIS, JNJ, UNH, STAG, NEE, D, HON, ABT, COST, SBUX, AAPL, AMGN, CVX, PEP, NOC, LMT ABBV and WM.
I still own some trading stocks as well in a different portfolio. Some Gold, Bios and Canabis names. But non of these are names I consider core holdings.
This was hard to do but I have been thinking about doing this for some time. Back in Late April I went 30% cash and have since used some of that on ETF's and other investments. With today's sells I'm now back at 32% cash and will use that to add to current holdings or if a good dividend name get sold of and is too cheap to pass up.
So I narrowed my long term holdings down to 25 names - MCD, HD, MRK. CCI, MA, V, MSFT, DIS, JNJ, UNH, STAG, NEE, D, HON, ABT, COST, SBUX, AAPL, AMGN, CVX, PEP, NOC, LMT ABBV and WM.
I still own some trading stocks as well in a different portfolio. Some Gold, Bios and Canabis names. But non of these are names I consider core holdings.
This was hard to do but I have been thinking about doing this for some time. Back in Late April I went 30% cash and have since used some of that on ETF's and other investments. With today's sells I'm now back at 32% cash and will use that to add to current holdings or if a good dividend name get sold of and is too cheap to pass up.