Here are my current holdings. My strategy now is to go with a more defensive lineup. I believe the economy is going to slow in the next couple of months or even years. I like to go with quality stocks and stocks that increase their dividends. I am also shifting into ETFs. I currently have around ten stocks and ten ETFs.
Here’s what my current stock holdings are:
: A giant that’s beaten up a bit. Should recover. Quality stock..
: Quality company with good management. Diversifed. Looks cheap.
: My recent addition. Company makes good products, moves into more healthy oriented products. Good international player.
: Panasonic makes the best plasmas and cameras. Good growth potential.
: It’s beaten down now but a quality company with very good growth potential.
: One of the biggest and beaten down. Good pipeline.
: I believe content is the king and will eventually provide the most value. I’m losing my patience with AOL and I might unload in the near future.
: I’m still optimistic about the fiber rollout. The best wireless provider.
: I think Yahoo is cheap compared to Google. Good search technology. Very good growth potential. Cheap.
: The biggest energy player. Safe bet.
My current ETFs
: It slowed down recently but still a good diverifier.
: Recommended by S&P, good diversified holding.
: Recommended by S&P. A lot of potential growth.
: Japan is recovering. Recommended by S&P.
: Telecom is a good defensive sector.
: Recommended by S&P.
: I am a big fan of companies that keep increasing their dividents. This ETF is focusing on that.
: Similar story to SDY, divident focused with a little different lineup.
: Over the years, the S&P index beats most of the funds.
: Is energy ever going to go down? Probably, but not anytime soon it looks like.
: Baby boomers are starting to retire. Health care has very good growth potential.
: Even in a slow economy, people still need to buy everyday products. Good defensive player.
: I hold it because it’s recommended by S&P. I do think that diversification in bonds is imporant.
: Recommended by S&P.
Whoa, that took me some time. I have 3-5% in most of these, with around 7% for the S&P Index.