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Strategies & Market Trends : Dividend Growth Investing and chit chat. -- Ignore unavailable to you. Want to Upgrade?

To: chowder who wrote (1788)

12/15/2021 10:37:17 PM

From: rnsmth

Respond to of 2146

Re: Industrials
I own LMT.
SCHD is currently about 13.6% industrials.
That is what I got.

To: chowder who wrote (1788)	12/16/2021 6:46:27 AM
From: jvincen2	3 Recommendations Recommended By ddbpaso jopapgh suncoaster Respond to of 2146

Thought I would comment here mostly been reading. I don't get very concerned about sectors but have held BMI since 1995 and SSD places them into info tech a place I would agree with. I also see the point of viewing them as an industrial though which for me just brings me back to why I don't get overly concerned. Like Ron a safety score has an influence on what I hold. It's not any firm deciding factor but hard to miss in my tech holdings. Three of those will be getting bigger as we go forward AAPL APH INTC. And I consider these as sort of digital age industrials rebuilding our infrastructure APH BMI CSCO GLW. AAPL 99 APH 87 BMI 94 CSCO 91 GLW 77 INTC 96 QCOM 80 If this makes me a plain vanilla cone that's fine by me, well plain vanilla with a couple small CEF sprinkles on top :) Vince " Your portfolio (excluding funds) looks well-diversified, with no sector making up more than 25% of your portfolio. Staying diversified can help steady the value of your portfolio and its income stream."

To: chowder who wrote (1788)	12/16/2021 1:03:33 PM
From: Markbn	Respond to of 2146

Re: Industrials From your list, I have been adding to CTAS and SNA. Both are currently less than a full position. LMT is next for some new money, probably early in 2022. LMT is closer to a full position.