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Microsoft Corporation (MSFT)
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AbbVie Inc. (ABBV)
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Merck & Company Inc. (MRK)
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PepsiCo Inc. (PEP)
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Target Corporation (TGT)
Q: Hello 5i
I am up $10,000 in the above companies and with 35 others I am up $125,000 in total in a $1,000,000 portfolio. Previously before the downturn I was up $800,000. I am a 77 year old value investor with a good pension.
Question: Should I take the $125,000 off the table, put it in an Oaken savings account at 3.4% and leave the rest invested?
thank you
Stanley
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AbbVie Inc. (ABBV)
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JP Morgan Chase & Co. (JPM)
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Merck & Company Inc. (MRK)
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PepsiCo Inc. (PEP)
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Procter & Gamble Company (The) (PG)
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Target Corporation (TGT)
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Exchange Income Corporation (EIF)
Q: The initial investment on these and others has doubled. I do not require the funds immediately. I know these are outstanding companies. Each makes up 2% to 3% of the portfolio that is up by 10.5%. In this environment do you still abide by the statement "let the winners run", even to this extent. Should they be trimmed back to the initial cost, or should they be replaced? There are sixty positions in the portfolio balanced through all 11 sectors. I am a 77 year old dividend value investor.
Thank you for all your great input
Stanley
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Amazon.com Inc. (AMZN)
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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AbbVie Inc. (ABBV)
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Target Corporation (TGT)
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UnitedHealth Group Incorporated (DE) (UNH)
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Constellation Software Inc. (CSU)
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goeasy Ltd. (GSY)
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iShares Core U.S. Aggregate Bond ETF (AGG)
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Fox Factory Holding Corp. (FOXF)
Q: Hi group assuming some sort of recession next year along with present pullback what is your top 10 picks in order of preference / Entry points $ targets. Ignore sectors and US verses Canada Thanks
Read Answer Asked by Terence on December 19, 2022