I've sold MSFT and JNJ to take profits and along with some new cash, add to my holdings of GPC, HAS, SYY and PG. Currently, since the stock market is correcting, I am holding new cash, in order to purchase stock when the opportunity seems right. My current stock portfolio, from largest position to smallest is:
INTC (Intel)
PEP (Pepsi)
WAG (Walgreen)
PG (Procter & Gamble)
GPC (Genuine Parts)
KO (Coca Cola)
MMM (3M)
HAS (Hasbro)
ADP (Automatic Data Processing)
T (AT&T)
KMB (Kimberly Clark)
SYY (Sysco)
Stocks now make up about 19.3% of my portfolio. with my goal of about 25% as new cash and dividends come in. Other assets are CDs, a home mortgage and about 2% precious metals.
No comments:
Post a Comment