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Strategies & Market Trends : Dividend Growth Investing and chit chat.

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To: chowder who wrote (1879)	12/30/2021 5:10:57 PM
From: SeeksQuality	3 Recommendations of 2146

Keeping JNJ (our largest position). When it eventually splits, I will reassess each of the pieces, but might very well keep all parts. Might also choose to rebalance between the pieces (the pharma segment is larger than I would normally allow for a stand-alone pharma company). Remember that this is a voluntary move. I'm not convinced it adds value, but it doesn't damage the businesses significantly either.

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