Thankfully we are averaging in so we don't have to debate current valuation. 
A consumer staple isn't optional. I like PEP. I especially like PEP because it occasionally dips for no solid reason so you can add shares when it makes sense. Soda isn't high growth but the salty snack portfolio sells everywhere. The distribution is in place and they'll add microwave pizzas or whatever to their convenience store/pub route if they need to keep it moving forward.
Same UTEs as always from me. WEC-XEL and ALE have a green plan solidly in progress. The regulated business keeps it stable but they have accelerating green projects going on for true growth. I am going to be amazed if NEE the market darlng outperforms them from here the next five years at twice the current valuation and smaller dividend. They are going to smoke the higher yielding slow growth UTEs for years to come. Pick your add points with WEC. It's an eternal hold or sell from half the analysts. Regionally popular and I doubt that changes when they keep exceeding estimates with their green game. I hold shares and trade it for entertainment because it's been easy money on any dip.
I'm not the tech expert but AVGO looks good. I think ETF SOXX is can't lose and safer than any individual tech stock. They own so many high quality stocks and some of them aren't stupidly expensive. If you are going to do an ETF tech is where it should be.
A consumer staple isn't optional. I like PEP. I especially like PEP because it occasionally dips for no solid reason so you can add shares when it makes sense. Soda isn't high growth but the salty snack portfolio sells everywhere. The distribution is in place and they'll add microwave pizzas or whatever to their convenience store/pub route if they need to keep it moving forward.
Same UTEs as always from me. WEC-XEL and ALE have a green plan solidly in progress. The regulated business keeps it stable but they have accelerating green projects going on for true growth. I am going to be amazed if NEE the market darlng outperforms them from here the next five years at twice the current valuation and smaller dividend. They are going to smoke the higher yielding slow growth UTEs for years to come. Pick your add points with WEC. It's an eternal hold or sell from half the analysts. Regionally popular and I doubt that changes when they keep exceeding estimates with their green game. I hold shares and trade it for entertainment because it's been easy money on any dip.
I'm not the tech expert but AVGO looks good. I think ETF SOXX is can't lose and safer than any individual tech stock. They own so many high quality stocks and some of them aren't stupidly expensive. If you are going to do an ETF tech is where it should be.