(01-18-2017, 01:13 PM)Rasec Wrote:(01-18-2017, 12:08 PM)O Wrote:(01-17-2017, 09:27 PM)Rasec Wrote: My 11 stocks considering diversification per sector:
Healthcare: JNJ
Energy: XOM
Basic materials: DOW
Tech: MSFT
Utilities: ED
Financials: V
Consumer discretionary: NKE
Consumer staples: PEP
Telecom: T
REIT: O
Industrials: BA
In full honestly V and NKE is considering my long term view towards retirement, if I was retired or about to, I would go with WFC and probably VFC, not really sure on this one.
I was also first thinking of top picks in each sector and would have almost the same names. Maybe ECL NEE DIS MMM would be my choices for those places. What about Nike not considering the current price, is it really a best of the best for long term?
I honestly don't know. But I find the consumer discretionary sector one of the hardest ones to predict long term trends. Consumer trends and fashions are evolving too quickly, I considered a few other options like MCD, SBUX, DIS or HD, but none has the growth potential that NKE has.
Yeah I guess it's cyclical by definition. Not concerning sector exposure my absolute top 10 would be:
J&J
Nestle
3M
Pepsi
Visa
Unilever
P&G
Microsoft
Exxon
AT&T
in that order. Heavy on staples as expected, also MO/PM should maybe take some place. Not sure about tobacco though and at least personally will stay away. Moreover not sure about being comfortable with oil.