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Strategies & Market Trends : Young and Older Folk Portfolio
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From: chowder12/11/2025 1:14:48 PM
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Re: Legacy Portfolio ...

Last night I listed the companies I was going to add to today. I did just that. I was thinking of selling SYY and buying MKC but I didn't follow through. I kept SYY and added to it. I need more to think this swap through.

With having said that, here's what I added to today in this portfolio.

Consumer Staples: GIS .. MDLZ .. PG .. KO .. HSY .. PEP .. KMB .. MO .. SYY.

Utilities: AEP .. SRE .. EVRG .. BKH.

Additional Buys were in: CVX .. JPM .. GILD .. O .. AVGO .. NVDA .. JNJ .. OKE.

The average add on buy was $2K each except with AVGO. I added $4K, so I didn't go crazy.

I did take AVGO slightly overweight ahead of tonight's earnings release. I hope I didn't screw up. .. Ha!

No risk it, no biscuit!
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