03-22-2021, 04:37 PM
(03-22-2021, 03:45 PM)crimsonghost747 Wrote:Yeah I like LHX and LMT a lot. My top four aren't $2K apart in value though. A bit under 4% of my port per position. I need a pretty good price and a lot of conviction to exceed 3%. Otherwise I am buying $3K or less until I feel comfortable. We all have our comfort number. I like NOC as well but I own enough MIL Defense now. What has changed most in my port is I am in pretty deep on UTEs since the hard dip a few weeks ago. More than I have ever owned and I patiently waited years for a few to drop into my serious buy range. My cost basis after dividends on XEL was FREE. I sure screwed up my average cost lately lol. If they get slammed with interest rates I have room for a few more %. After that I would need to seek counseling for my UTE addiction.(03-22-2021, 11:08 AM)fenders53 Wrote: Love these threads, and mister defensive port checks in....
1. AEP
2. LHX
I knew you liked LHX but never thought it was even close to being one of your largest positions.
Well done. I wish my LHX position would be higher on the list, I know I've certainly tried (and will keep trying if it stays around these prices) ... but for some reason it appears that I only have a limited amount of money to throw at stocks each month.
AEP isn't my favorite UTE sitting at #1. It was just the best deal in the sector so I threw down lol.