Hello all,
During the height of Trump’s liberation day era I made a decent allocation to KO as I thought it better to deploy capital than let it sit idle. However, since all of this money is in a Roth it should also be treated as though i am making the choice to reinvest that money every day. What are everyone’s thoughts on selling it and moving it over to PEP, which is similar in business but looks a lot cheaper on many metrics, especially considering where the 7 year and 10 year bonds sit? At what point would you all say I should just go to the bonds directly if the market isn’t pricing much of a equity risk premium? Thanks!