03-19-2021, 11:47 AM
I added a few NKE as well along with NEE, TSM and QCOM
Sold out of USB, BOH and BMTC - Banks have had such a long run in recent weeks and these were all bought near the lows) I like banks but valuations are becoming a bit over extended with the whole raising of interest rates.. I still have JPM, MTB, MS and BMO so that's plenty banks for now.
Put some of the proceeds in XOM and EOG
Sold out of USB, BOH and BMTC - Banks have had such a long run in recent weeks and these were all bought near the lows) I like banks but valuations are becoming a bit over extended with the whole raising of interest rates.. I still have JPM, MTB, MS and BMO so that's plenty banks for now.
Put some of the proceeds in XOM and EOG