Impossible question for me as I add or trim sectors when they swing excessively. But for core positions about 1200 shares of utilities, 800 pharma, 300 shares of defense contractors. The rest will camp out in index funds unless I think I have a sector to target. I have no problem holding 100s of shares each of QQQ-SPY-IWM until I have a better idea.
Less focus on higher dividends until those stocks are respected as they underperform. If the market is down 20% then everything is on sale and it makes it easier to adjust with valuation in mind.
Less focus on higher dividends until those stocks are respected as they underperform. If the market is down 20% then everything is on sale and it makes it easier to adjust with valuation in mind.