02-25-2018, 12:01 AM
Overall I like the portfolio, but it seems pretty heavy on REITs and light on utilities, staples, or telcomm.
Perhaps consider swapping out a REIT or two for something like T, VZ, DUK, SO, WEC, or AEP.
I like the other names you mentioned, and think PEP at a 3.4% looks decent as well. UPS is nearing a 3.5% yield after its recent pullback, and CSCO is just over a 3% yield after its recent dividend increase.
Good luck!
Perhaps consider swapping out a REIT or two for something like T, VZ, DUK, SO, WEC, or AEP.
I like the other names you mentioned, and think PEP at a 3.4% looks decent as well. UPS is nearing a 3.5% yield after its recent pullback, and CSCO is just over a 3% yield after its recent dividend increase.
Good luck!