Earlier in the week I trimmed SBUX from an overweight position down to a 1/2 sized position. I used the proceeds from that trim to add to ABT, JNJ, MSFT and UNH.
I sold IRM and replaced it with SJM.
I took what dividends had accumulated, along with monthly cash contributions to add MA and PG.
All of the above in the Young Folk Portfolio.
Elsewhere I added to JNJ, MSFT, AAPL, UNH, CVX, AVGO, CTRA, ENB, PBA, GD, KO, MS, UL and TU.
It's been a busy week. I'm looking for an entry point on AMZN, I've been holding back as it continues to drop day after day after day.
DIS, FB and GOOGL still don't have my attention. ... Ha! |