- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- AbbVie Inc. (ABBV)
- Bank of America Corporation (BAC)
- CVS Health Corporation (CVS)
- FedEx Corporation (FDX)
- Stryker Corporation (SYK)
- Trane Technologies plc (TT)
Q: Each of these names are now near or above 10% of my portfolio.
Your thought above trim them down all by half, reduce risk: keep some cash, buy some medical names: MDT/SYK ,other fang names: FB/GOOG, industrials: looking at Carrier/Trane/Raytheon.
Thanks you!
Your thought above trim them down all by half, reduce risk: keep some cash, buy some medical names: MDT/SYK ,other fang names: FB/GOOG, industrials: looking at Carrier/Trane/Raytheon.
Thanks you!