I am bored and I thought this might be an interesting topic considering the currently overvalued and expensive environment.
What are your 5 biggest holdings as of now, are you adding, trimming or just holding?
Let me hear about your top 5 and the strategy you took.
Here's mine;
STOR – 14.43% of the portfolio
JOUT – 13.22%
MMM – 13.17%
HON – 10.97%
UL – 8.81%
No particular exit strategy, I'm 24 years old and I am collecting good businesses (at fair prices) for the long term. I am not too bothered by the media, or at least by what's outside my control.
Also, I have this rule that each business I own has to pay a dividend.
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