12-28-2021, 12:47 PM
This morning I made a couple of moves.
1) Trimmed some profit from JNJ and used the proceeds to add to D. JNJ is still a full weight position, D is getting close to that.
2) Trimmed some DLR and used the proceeds to add to LMT. DLR is still our largest positioln. LMT is now full weight.
Increased portfolio income some.
Potential moves to come, a trim of CSCO after its ex-div date in early January, and a trim of PEP. It would take both of them back to full-weight positions and free up some money to increase portfolio yield a bit more.
1) Trimmed some profit from JNJ and used the proceeds to add to D. JNJ is still a full weight position, D is getting close to that.
2) Trimmed some DLR and used the proceeds to add to LMT. DLR is still our largest positioln. LMT is now full weight.
Increased portfolio income some.
Potential moves to come, a trim of CSCO after its ex-div date in early January, and a trim of PEP. It would take both of them back to full-weight positions and free up some money to increase portfolio yield a bit more.