(03-15-2021, 12:47 PM)ken-do-nim Wrote: Okay, here's my overall plan for the week, minus ETFs which will probably be the remainder.Very few on the list I wouldn't own at or at least near fair valuation. It's not that important this minute, but you might familiarize yourself with the S&P sector descriptions and what subsectors fall under each. It will just make it easier to follow the conversations on financial news, and the forum.
Definitions
Junior position - $2,000
Full position - $5,000
Major position - $10,000
Unless otherwise specified, acquisition will be to a junior position
Strategy: looking to dip 1-3 companies into each sector
Semiconductors
Taiwan Semiconductors (Major)
Broadcom (Full)
Texas Instruments
Banking
Square
Mastercard
Visa
Utilities
NextEra Energy
WEC Energy
Xcel Energy
Hardware
Seagate
Hewlett Packard
Dell
IT
Accenture
Twilio
Okta
Retail
Target
Lowe's
Home Depot
Cloud
Oracle
Amazon
Palo Alto
Defense
Lockheed Martin
L3 Harris
Huntingon Ingalls
Construction
Sherwin Williams
Caterpillar
Food
Monster Beverage
Starbucks
Pharmaceutical/Biotech
Eli Lilly
top off Johnson & Johnson
Abbvie
Telecom
Verizon
AT&T
Robotics
iRobot
Intuitive Surgical
Internet
Shopify
Docusign
Cisco
Household tech
Apple
Alphabet
Entertainment
Disney
Carnival
Netflix
Income
Hercules Capital
Horizon Tech
I'm leaving out Financials, Cars, Cannabis, Tobacco, Gas, Travel, Industrials for now.
Not all of these are dividend companies, but most are.
Example: You didn't skip the industrials. It doesn't get anymore "industrial" than CAT. The Defense stocks are a subsector of the Industrials. Auto manufacturing is very industrial as well. MA and V are not banks. FIN Tech would be much more accurate. You have about six sectors covered with your list so you are just a little closer to diversified that you were last week. There are arguably about 25 tech stocks on your list and you are overweighting a couple so not much diversification. This port will get smoked when tech corrects. It will also do well when the Nasdaq does. As long as you are comfortable with that you are good.
Best of luck.