Last year I thought I owned too many stocks and was told to consolidate but I put it off.
Last week I was checking my portfolio and expected a nice 10% correction but I'm 1.5% green YTD.
I had decent positions in the following:
Phillip morris up 29%
Uber up 20%
Realty income up 6%
CVS up 49%
SBUX up 7%
ESSEX up 7%
FANNIE MAE up 104%
Freddie Mac up 75%
Everyone told me I should have 50% plus of my portfolio in SP500 index and I actually agree but I could never get it to 50% as I was buying all these other great deals.
Of course tech and my Nasdaq has beat me up big time.
Anyone else holding these stocks? Let me know what YTD has been your winners. I'm seeing a lot of good stuff out there like MCD, Coke and more.