09-28-2013, 08:23 AM
Only thing that jumps out at me is an increase in KO weighting while also holding PEP. These two should behave almost exactly the same with macro economic changes, so would consider them as a combined weighting rather than individual. Also, I totally agree with your assement of CIM, as just being a fair weather holding. So far portfolio is very heavy in the consumer staples area. Perhaps consider developing some diversification categories and asses how each purchase fits into that overall scheme.
Alex