Saturday, August 18, 2018

Portfolio “Update”

I sold my NWL....and took a small position in GOOGL, small because it pays no dividend. I just want great, iconic companies in my portfolio, as I am now in a total hold mode, now with stocks, as I see there is too much worldwide debt. So, I won’t be buying more stock until the next big market drop.

My portfolio, from largest to smallest holdings....

PEP (PepsiCo)
PG (Procter & Gamble)
WBA (Walgreen Boots Alliance)
GPC (Genuine Parts Company)
IBM (International Business Machines)
MMM (3M)
VZ (Verizon)
T (AT&T)
ADP (Automatic Data Processing)
GIS (General Mills)
KO (Coca Cola)
KMB (Kimberly Clark)
HAS (Hasbro)
M (Macy’s)
SYY (Sysco)
HPQ (Hewlett-Packard)
K (Kellogg)
GOOGL (Alphabet)
GNMA (6% Bonds)



This portfolio represents about 30% of my assets, about 15% is a home mortgage, about 2% precious metals and collectibles, and the rest are CDs.