View Full Version : Am I diversified?
my 5 largest holdings are:
ANF
MSFT
JPM
PG
JNJ
What do you guys think?
optimus25
07-19-2006, 12:22 PM
my 5 largest holdings are:
ANF
MSFT
JPM
PG
JNJ
What do you guys think?
You certainly are my friend. Look to add a pureplay bank, Wellsfargo, Bank of America, or Wamu.
Look to add a bond ETF after the next rate hike. I like LQD, SHY, and AGG.
I appreciate the help. I do like BAC and I have AGG creeping in at #6. In trying times like these, I have only been adding positions with a nice dividend yield to add some extra cushion.
to round out the top 10:
AGG
ANAD
ACAS
LQD
K
I have been wanting to rebuild some international exposure, but at the moment, I am content with safety.
if your eyeing up a bank look into Sun Trust Bank, huge exposure to Florida, they will get bought by Wachovia or someone looking for exposure down south just like Golden West did...
Imperator
07-19-2006, 09:18 PM
PG and JNJ seem a little redundant to me.
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