Actividad

  • Luis G. ha respondido al debate Filososofía Chowder en el foro Estrategia hace 9 meses

    Actualización cartera de su hijo:

    «The following is the updated portfolio for my 33 year old son. A full position is $4,000. This update will not include his employer retirement fund. I am posting this to show how his positions are sized at this time. I am slowly bringing each company up to a full position.

    MCD …. $6837
    JNJ …… $6792
    SYY ….. $6698
    LMT ….. $6427
    ADP ….. $6015
    O ……… $5830
    KO ……. $5776
    VZ …….. $5540
    D ………. $5130
    SO ……. $4946
    MKC …. $4699
    PG ……. $4697
    UL …….. $4611
    DUK ….. $4492
    MO ……. $4469
    XOM ….. $4253
    KMB ….. $4251
    PEP ….. $4232
    ——————–
    All of the above are considered overweight positions as they are above $4,000 in value.

    GIS …… $3960
    CVX ….. $3851
    WELL .. $3747
    GPC …. $3604
    DG ……. $3603
    MMM … $3561
    CL …….. $3521
    BDX ….. $3348
    NEE ….. $3312
    KHC ….. $3279
    AMGN .. $3272
    ABT ….. $3260
    T ………. $3259
    VFC ….. $3248
    MA ……. $3165
    NSC ….. $3165 (no mistake, same as MA)
    CBRL … $3101
    V ………. $3024
    DE ……. $2948
    KMI …… $2947
    TGT ….. $2872
    UNP ….. $2841
    COST .. $2815
    NKE ….. $2752
    LOW …. $2743
    HD ……. $2710
    SBUX .. $2545
    HRL ….. $2433
    SWK …. $2204
    IBM …… $2203
    CAT ….. $1979
    DEO …. $1628

    As soon as he accumulates $1,000 we will add to one of the bottom 4 in position size in an attempt to bring each position up in size. Then we will continue to repeat the process.»