04-21-2020, 10:19 AM
(04-21-2020, 09:50 AM)divmenow Wrote: My COVID-19 portfolioMy CV19 core holding list is UTEs, Pharma, Defense, Consumer Staples.
HD, VZ, ATVI, ABT, JNJ, LLY, AMGN, AMZN, PEP, PG, LMT, AMGN, WMT, BABA, COST, MCD, MSFT, AAPL, DOCU.
Just missed my top 19 were CHWY, MRK, HRL, DHR, TDOC and DGX
I’m sure there are others I can put on this list but these are the names I see doing well and can withstand further market downside. 11 of these names are core holdings of mine and add from time to time on big downswings.
I had added to PEP, AMGN, MCD, JNJ, ABT and DGR a few weeks back.
What would be your COVID-19 list?? (19 stocks)
The nibble list is the sectors that will almost certainly struggle soon. Industrials, restaurants, financials. I'll be patient with these.