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Strategies & Market Trends : Young and Older Folk Portfolio
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To: chriscrna who wrote (23421)12/10/2025 10:29:02 PM
From: chowder6 Recommendations

Recommended By
Chowderfan
chriscrna
ddbpaso
Jacob Marley
Menominee

and 1 more member

   of 23915
 
Re: Which companies in the defensive sector are you looking at?

Okay, I'll just give you the whole list of what I'll be adding to in the Legacy Portfolio in the morning.

I'm thinking of selling SYY and replacing it with MKC.

In other Consumer Staples, I'll be adding to GIS .. MDLZ .. PG .. KO .. HSY .. PEP .. KMB .. MO.

In Utilities, I'll be adding to, AEP .. SRE .. EVRG .. BKH.

Additional Buys will be in, CVX .. JPM .. GILD .. O .. AVGO .. NVDA .. JNJ .. OKE.

With the exception of MKC, if I purchase it, the other holdings will be purchased in $2K sized lots each.

If I purchase MKC, it will be a $12K sized lot.
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