04-22-2020, 03:19 PM
Bought a lot of stuff today. The total list is:
ABC, ADM, ADP, AVGO, BIP, CMI (new to the portfolio), DIS, EMR, FB, FRT (new to the portfolio, owned it a while back), GD, GILD, GS, HON (new), JPM, LEG, MMM, NNN, NUE, O, ORCL, PFE, SON, T, TD, TROW, VFC, VZ, WBA
A common theme is cyclicals (industrials, materials) and REITs that are way down compared to the rest of the market.
ABC, ADM, ADP, AVGO, BIP, CMI (new to the portfolio), DIS, EMR, FB, FRT (new to the portfolio, owned it a while back), GD, GILD, GS, HON (new), JPM, LEG, MMM, NNN, NUE, O, ORCL, PFE, SON, T, TD, TROW, VFC, VZ, WBA
A common theme is cyclicals (industrials, materials) and REITs that are way down compared to the rest of the market.