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Strategies & Market Trends : Value Investing

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apatel1
petal
Spekulatius
To: Paul Senior who wrote (74567)12/20/2023 9:27:17 AM
From: Grommit3 Recommendations   of 78774
 
Ha. Thanks for the vote of confidence, but I am not a guru. I am an investing wimp -- conservative and unexciting. I could buy more of what I presently own, but I have the urge to diversify. Especially if I invest some maturing treasuries into equities. I have the sense that this thread has gone a little off track. Maybe I just have not looked deeper into what was mentioned. So if I missed a gem, give me another chance.

treasuries 15%
utilities 15%
reits 52%
other 18%

some of these are held in taxable acct with gains too large to sell, so not esp still values:
(LHX, PLD, ORI, EGP, PH, UNP, DLR, and a few more)
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