What Did You Buy Today?

[fenders53]

(06-26-2019, 06:48 PM)NilesMike Wrote:

(06-26-2019, 12:53 PM)divmenow Wrote: I sold out of a lot of names today. Wont list which ones but I decided to just own 25 names going forward and keep adding to those names on dips.  I did well but just too much to keep watch on lol

So I narrowed my long term holdings down to 25 names - MCD, HD, MRK. CCI, MA, V, MSFT, DIS, JNJ, UNH, STAG, NEE, D, HON, ABT, COST, SBUX, AAPL, AMGN, CVX, PEP, NOC, LMT ABBV and WM.

I still own some trading stocks as well in a different portfolio. Some Gold, Bios and Canabis names. But non of these are names I consider core holdings.

This was hard to do but I have been thinking about doing this for some time. Back in Late April I went 30% cash and have since used some of that on ETF's and other investments. With today's sells I'm now back at 32% cash and will use that to add to current holdings or if a good dividend name get sold of and is too cheap to pass up.

What about STAG makes it one of your core holdings? Just curious as the number don't seem to do it for me on that one.

Thanks

I own about half of that list for the long-term.  25 or so overall.  I am a little cashier than you right now.  It is a fight to not allow the equity list to grow too long.  It does become unmanageable.  When I can't properly track them all, having some in ETFs and Index funds makes some sense.  For me anyway.  I am thinking about selling my rental property soon.  Probably on a contract though as I don't want to absorb a huge taxable event in one year.  We'll see.