A couple weeks back, I posted I had a life event that required selling a number of stocks. Those sold included
LNT, MCD, LHX, LMT, UNP, ADP, SCHG and most of PM. I've owned most of those for over 10 years so very nice returns on those.
Now, the life event over so I've added to or opened new:
CTAS, LLY, FAST, SHW, TMO, BMI, WSO, BXSL, RLTY, BUI, BST
I still maintain a nice supply of dry powder and look to add strategically going forward.
In my IRA, I will look to re-balance and add many of those originally sold off as I like them long term.
Life sure is interesting. |
