10-25-2015, 08:51 AM
(This post was last modified: 10-25-2015, 08:51 AM by Dividend Watcher.)
C, nice adds with JNJ and HON in the mix now. RTN has certainly been doing quite well for the last few years.
Conspicuously missing, IMO, is a consumer staple in the food sector. They didn't take much of a hit in the latest correction. However, many are overvalued right now for their growth rates. Is that anything you're considering?
I also echo your cheer with portfolio value. Even though about 1/3 of our positions in both my and my wife's portfolio are in the red and we both still have some cash sitting in limit orders, portfolio values ended up at record highs after the August/September mayhem. More importantly, portfolio income is at record highs due to getting in on some good bargains.
Conspicuously missing, IMO, is a consumer staple in the food sector. They didn't take much of a hit in the latest correction. However, many are overvalued right now for their growth rates. Is that anything you're considering?
I also echo your cheer with portfolio value. Even though about 1/3 of our positions in both my and my wife's portfolio are in the red and we both still have some cash sitting in limit orders, portfolio values ended up at record highs after the August/September mayhem. More importantly, portfolio income is at record highs due to getting in on some good bargains.