03-30-2020, 10:26 AM
(03-30-2020, 10:14 AM)EricL Wrote: DLR holding strong during the correction, as it is up 3% today and is now <5% away from an all-time high.
Have to think the massive shift to remote work, video conferencing, and increased data usage for streaming is a big plus for its data centers.
By far the largest position in my portfolio due to its performance.
Those are going to be few and far between. I am gradually getting fatter on healthcare and UTEs. This defensive thing has it's advantages now and then.
