So I have 21 stock minus grab, the 21 stocks are all dividend stocks. I was thinking I have to many. But I like them all. I’m 100% not adding anymore. But if I was to remove 2-3 stocks. Which ones would you pick to remove?
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13 Comments
Vasco Duarte@vgduarte · 13d
That's a tough question. I only see quality companies, and I was checking if you had a lot of exposure to a particular sector, but you don't. Having too many positions is also a problem I have. I know the four stocks I want to cut, but it's difficult.
Nathan Burwin
@burwin · 13d
I know that’s why problem. I’m just thinking this is all I’m going to stick with until my thesis fades away. Just made a few rules for myself and sticking with that
Cristian @cris_d · 13d
Depend on your strategy, if your re focused on dividend growth or you prefer a stable dividend but lazy, because honestly your portfolio has already some good stocks
Vasco Duarte@vgduarte · 13dEdited
But well, after check your portfolio, if it were mine, I would exit a position in Healthcare (you have 3) or Tech Info, and 2 positions in Industrials (you have 6). Which ones? You have to decide.
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