I am changing my domain registrar and if I don’t do it right, I might disappear until I figure it out!
As I have been looking over the current positions in my portfolio, I don’t have a lot of positions that I would really want to add to at the moment. I wouldn’t mind adding some more oil, but with the recent surge and already large size of my portfolio, I am planning on looking around in a few other sectors.
Below are some potential ideas that I may purchase at some point in the future.
Healthcare is something that I have very little exposure with. I currently own JNJ and BAX. I think that both of these positions are around fair value and might add to one or the other by the end of the month.
Food has been on my mind lately as well. Owning companies that sell necessities will increase the “sleep at night” factor of my portfolio. I currently own K and GIS in this space. I have been considering adding JM Smuckers (SJM). I am planning on doing some research over the next few weeks.
I would like to add to the Financial portion of my portfolio. I am a little leery of this sector and may look north of the border for an addition. There are several solid Canadian banks including RY, BNS and TD.
Wish me luck!
Here we go! Maintenance time.
Disclaimer: Long JNJ, BAX, K, GIS