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Will
07-19-2006, 12:12 PM
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.

Will
07-19-2006, 12:56 PM
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.

Lou
07-19-2006, 05:16 PM
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.