12-31-2013, 10:36 AM
I would diversity if I were you, taking any one position to no more than 5% of the portfolio. In your current positions, I would for sure add to KO, JNJ and GE - even at today's prices.
Establish a watch list, check valuations and when any company on your list gets in your range make the move.
Establish a watch list, check valuations and when any company on your list gets in your range make the move.