07-25-2021, 09:45 AM
As it turned out waiting a while to get this started wasn't all that much of a disadvantage. You'll probably get a chance for the next installment at at least a small discount by fall. A Covid surge or inflation scare sale is certainly possible. Maybe add a few more stocks to the watch list soon? For a port like this I would want no more than two stocks from a sector. I know the goal is income but nobody wants to watch a new portfolio lose a bunch of share price value the first six months and we never know when our sector thesis is going to fail for a year or more. I'd hope for a dip in consumer staples.