11-02-2020, 08:59 AM
(11-02-2020, 05:04 AM)crimsonghost747 Wrote:I'm going to try to be opportunistic, but not too speculative. I need to slow down on defense for now. PEP and JNJ are starting to look attractive. I think my near future put sells will be on these. The next time the market slaps my hand I'd like to be stuck with junk like discounted PEP.(11-01-2020, 09:58 PM)fenders53 Wrote: Anyone have any election moves in mind?
Well, I've got a ton of money to throw around as one of my larger holdings (Northview REIT) is getting bought out this week. Funnily enough I can't find an exact date, but it says "scheduled to close the week of November 2", so should be any day now.And of course I just added my monthly cash injection to my portfolio as it's the beginning of the month.
So, no matter what happens, I'll be adding quite a bit of quality companies in these coming days/weeks. Looks like it'll be mostly REITs, defense, and some of those "always expensive but always good" stocks such as PEP, JNJ, HON.
I have NOV money for my new growthy port. I'm having too much fun buying one or two shares at a time. I forgot how much fun that was from my early investment days.