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Strategies & Market Trends : Young and Older Folk Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: Markbn who wrote (902)	4/6/2022 12:47:24 PM
From: chowder	Respond to of 21904

If the portfolio were much larger, or if the owner of the portfolio could afford to invest more than $600 per month, I would have kept TXN. You are correct though, with wanting to cap out the number of holdings, I did generalize the sector as semiconductors and not get down into the weeds. This portfolio also holds a semiconductor equipment maker in KLAC. Along with AAPL and MSFT, I had enough exposure to the technology industry. One company had to go, TXN rated out the lowest in my analysis.