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Last Post: 8/3/2020 9:17:58 PM - Followers: 1 - Board type: Free - Posts Today: 0

A board to discuss Portfolio Ideas -



Basic Materials -
*******************************
Suncoke Energy (SXC) - Producer of coke for steel industry (621 mil, 24) - 4.3% ------------ <1  
Ecolab (ECL) - Cleaning and sanitizing products and programs (57 Bil) ----- 0.8% -------------



Consumer  -
*******************
Home Depot (HD) - Home improvement retailer (208 Bil, 19) ------------------- 2.3% ------------ 37 
Pepsico (PEP) - Food and beverage (163 Bil, 13) --------------------------------- 2.7% --------------
Phillip Morris (PM) - Tobacco products (135 Bil, 17) ------------------------------ 5.4% ------------ 15 
Proctor & Gamble (PG) - Personal care products (248 Bil, 24) ---------------- 2.4% ------------- 12 

Church & Dwight (CHD) - Household,personal care products(18 Bil) -------- 1.3% ------------- 1 
Else Nutrition (BABYF) - Food for baby's, infants (127 mil) ---------------------- 0% ------------- 0.5
Hain (HAIN) - Natural foods (3 Bil) ------------------------------------------------------- 0% ------------- 0.5
Hormel
 (HRL) - Meat and food products (25 Bil) ------------------------------------ 1.9% ------------- 1 
Lancaster Colony (LANC) - Specialized foods, glassware, candles (4 Bil) -- 1.8% ------------- 1 
John B Sanfilippo (JBSS) - Tree nuts and peanuts (947 mil) ------------------- 0.7% ------------- 



Energy -
*************
Conoco Phillips (COP) - Oil + gas (78 Bil, 13) --------------------------------------- 2.7% ------------- 
Energy Transfer Partners LP
(ET) - Oil + gas pipelines (39 Bil, 13) ----------- 9.4% -------------
Phillips 66 (PSX) - Oil + gas refining, marketing (44 Bil, 8) -------------- --------- 3.5% -------------

First Trust ISE Global Wind ETF 
(FAN) (Exp - 0.62%) --------------------------- 2.2% ------------ 1.5 
Invesco CleanTech ETF (PZD) (Exp - 0.68%) --------------------------------------0.7% ------------ 1.5 
Invesco Solar ETF (TAN) (Exp - 0.71%) ----------------------------------------------- 0.3% ----------- 1.5 
iShares - Global Clean Energy ETF (ICLN) (Exp - 0.46%) ----------------------- 1.3% ----------- 1.5 



Financial -
*****************
Citigroup (C) - Banking, financial svcs (148 Bil, 9) ----------------------------------- 2.6% ------------- 

Ark Fintech Innovation (ARKF) (Exp - 0.75%) ---------------------------------------- 0% ------------ 1.5 
ETFMG Prime Mobile Payments ETF (IPAY) (Exp - 0.75%) ----------------------.03% ----------- 1.5 
Global X FinTech ETF (FINX) (Exp - 0.68%) ------------------------------------------- 0% ------------ 1.5 

Fiserv (FISV) - Financial services technology solutions (67 Bil) ------------------- 0% ---------------
Visa (V) - Credit services (414 Bil) -------------------------------------------------------- 0.6% -------------



Healthcare -
*********************
Johnson & Johnson (JNJ) - Diverse healthcare products (380 Bil) ---------------- 2.8% --------- 30 
Pfizer (PFE) - Biopharma (249 Bil, 23) ------------------------------------------------------ 3.7% ------- 3 - 19 

Chemed (CHE) - Hospice and palliative healthcare svcs, Roto Rooter (5 Bil) ---- 0.4% ---------- 1 
Danaher (DHR) - Diverse healthcare related, other (117 Bil) -------------------------- 0.4% ----------
Neogen (NEOG) - Food and animal diagnostic testing (4 Bil) -------------------------- 0% -----------
ResMed (RMD) - Products for sleep apnea (14 Bil) -------------------------------------1.5% ---------- 1
Steris (STE) - Infection prevention, heathcare products + svcs (13 Bil) (Ireland) -- 0% -----------
 
Zoetis (ZTS) - Veterinary drugs and vaccines (62 Bil) ------------------------------------ 0.6% ----------


Industrial -
******************
Emerson Electric (EMR) -  Diverse industrial (42 Bil, 19) -------------------------- 2.6% --------------
General Electric (GE) - Diverse industrial (86 Bil, NA) ------------------------------ 0.03% -----------  1  

Generac (GNRC) - Power generation and storage equipment (7 Bil) -------------- 0% --------------



Misc -
*********
Aptar Group (ATR) - Product containers, dispensing systems (7 Bil) -----------1.3% -------------
GrowGeneration
(GRWG) - Hydroponic + organic gardening stores (322 mil) - 0% ------------- 0.5 



REITS -
************
Duke Realty (DRE) - Industrial and medical office REIT (11 Bil, 28) ------------- 2.6% ------------- 13 

American Tower (AMT)-Wireless+broadcast towers REIT (111 Bil) ------------- 1.6% ---------------
Crown Castle Intl (CCI) - Wireless towers REIT (67 Bil) --------------------------- 2.8% ---------------
Digital Realty Trust (DLR) - Data center REIT (38 Bil) ----------------------------- 3.1% ---------------
Equinix (EQIX) - Data center REIT (54 Bil) --------------------------------------------1.5% --------------
Extra Space Storage (EXR) - Self storage facilities REIT (13 Bil) ---------------- 3.9% --------------

Innovative Industrial Properties (IIPR) - Cannabis properties REIT (2 Bil) --  4.5% -------------- 
Prologis (PLD) - Warehouse, logistics REIT (67 Bil) --------------------------------- 2.5% ---------------
SBA Communications (SBAC) - Wireless communic towers REIT (32 Bil) --- 0.6% ---------------



Retail -
***********
Amplify Online Retail (IBUY) (Exp - 0.65%) ----------------------------------------- 0.23% ------------- 1.5 
Global X E-commerce ETF (EBIZ) (Exp 0.50%) ------------------------------------ 0.16% ------------- 1.5 



Services-
*****************

Exponent (EXPO) - Engineering and scientific consulting services (4 Bil) ----- 1.0% ----------------
Rollins (ROL) - Pest control services (13 Bil) ------------------------------------------ 1.2% ----------------



Technology
***********************
IBM (IBM) - Diverse technology and svcs (123 Bil, 15) --------------------------------- 4.5% ---------- 13 



Cloud Computing -
*************************
Cloud Computing ETF (SKYY) (Exp - 0.60%) ------------------------------------------- 0.35% -------- 1.5 
Global X Cloud Computing ETF (CLOU) (0.68%) ----------------------------------------- 0% --------- 1.5 
WisdomTree CloudComputing ETF (WCLD) (Exp - 0.45%) ---------------------------- n/a --------- 1.5 


Cybersecurity -
********************
ETFMG Prime Cyber Security ETF (HACK) (Exp - 0.60%) --------------------------- 1.4% -------- 1.5 
First Trust Nasdaq Cybersecurity ETF (CIBR) (Exp - 0.60%) ----------------------- 1.4% -------- 1.5 
iShares Cybersecurity and Tech ETF (IHAK) (Exp - 0.47%) -------------------------- n/a ---------- 1.5 

BlueStar Israel Technology ETF (ITEQ) (Exp - 0.75%) ------------------------------- 0.02% -------- 1.5 

Robotics -
*************
Global X Robotics & Artificial Intelligence Thematic (BOTZ) (Exp - 0.68%) --- 0.8% -------- 1.5 
Robo Global Robotics & Automation Index (ROBO) (Exp - 0.95%) -------------- 0.37% ------- 1.5 

Quantum Computing -
**************************
ETF Series Solutions - Defiance Quantum ETF (QTUM) (Exp - 0.40%) --------- 0.7% -------- 1.5 



Telecom -
******************
ATT (T) - Communications, digital entertainment svcs (218 Bil, 11) ----------------- 5.4% --------- 19 
Verizon (VZ) - Communic, info, entertainment products + svcs (230 Bil, 15) ----- 4.1% --------- 17 


Defiance 5G Next Gen Connectivity ETF (FIVG) (Exp - 0.30%) ------------------- 0.94% ------- 1.5 



Transportation -
****************************
CSX Corp (CSX) - Rail based freight transportation svcs (59 Bil, 19) -------------- 1.3% ---------- 18  
Wabtec (WAB) - Railroad equipment, components, services (15 Bil) ---------------------- 0.6% ----------- <1 


Utilities - Electric -
********************************
Duke Energy (DUK) - Electric and gas utilities (65 Bil, 24) --------------------------- 3.9% ------------ 17 
NextEra Energy (NEE) - Electric utility, conventional, wind, solar (121 Bil) ------ 2.2% -------------



Utilities - Water -
***************************** 
Essential Utilities (WTRG) - Water and wastewater svcs (6 Bil, 33) -------------- 1.8% --------- 16 - 17  

American Water Works (AWK) - Water utility (18 Bil) --------------------------------- 1.7% -------------- 1 


___________________________________________________________________________________


Vanguard Wellesley Income Fund (VWIAX) - 
***************************************************************************

         62% Bonds, 38% Stocks

        
 Admiral Shares - $50,000 min (Exp - 0.16%) --------------------  3.42%
         Regular Shares - $3,000 min (Exp - 0.23%) ---------------------- 3.35%
         Avg bond duration - 9.5 years
         
         Holdings (as of 6-18) -
         
         US Bonds (48.0%)
         US Stocks (30.8%)
         Intl Bonds (12.8%)
         Intl Stocks (5.6%)        
         Cash, Other (1.8%)

____________________________________________________________



CORPORATE BONDS -
****************************


Goldman Sachs - (2033) (BBB+, A3, A) --------------------------------- (35) (47) -- 6.12%
Home Depot - (2036) (
A, A2, A) -------------------------------------------- (30) (41) -- 5.87%
GE Global Insurance -
 (2026) (A, A2, A) --------------------------------- (20) (25) -- 7.0%
Prudential Financial - (2033) (A, A3, A-, up from Baa1) ------------- (20) (26) -- 5.75%
Bell South ATT - (2034) (BBB, wr, A-, down from BBB+) ----------- (20) (24) -- 6.0%
Ford - (2031) (
BB+Ba2, BB+multiple from BBB, Baa2, BBB) - (20) (24) -- 7.45%
(Moody's downgraded 9-19 and again 3-20, S+P and Fitch downgraded 3-20)
Georgia Pacific - (2028) (A+, A3, up from Baa1) ----------------------- (15) (20) -- 7.25%
John Hancock Life Ins - (2028) (AA-, A2) ------------------------------- (10) (12) -- 5.1%
Duke Energy - (2028) (A-, A1, wd) ----------------------------------------- (10) (12) -- 6.0%
Citigroup - (2033) (BBBBaa2, BBB+,
down from A-) ------------------ (5) (6) --- 6.0%
Verizon Global Funding - (2035) (BBB+Baa1, A-) -------------------- (5) (7) --- 5.85%
Goldman Sachs - (2036) (BBB-Baa2, BBB+,
down from A-) ------- (5) (7) --- 6.45%



___________________________________________________________________________________


 

PostSubject
#107   >>> This Is General Electric's Biggest Long-Term Problem gfp927z 08/03/20 09:17:58 PM
#106   >>> Hain Celestial Divests Danival, Solid on Transformation Plan gfp927z 07/23/20 12:30:37 AM
#105   >>> IBM earnings beat estimates on cloud strength gfp927z 07/20/20 04:29:30 PM
#104   >>> Why Rollins Stock Is Up 27.8% Over gfp927z 07/19/20 10:10:26 AM
#103   >>> Verizon - >>> 3 Recession-Proof Stocks to gfp927z 06/16/20 10:27:56 AM
#102   >>> GE Stock Pops Despite Some Bad News gfp927z 06/07/20 12:07:57 PM
#101   ATT, Pepsi - >>> Like Dividends? You'll Love gfp927z 06/07/20 11:39:37 AM
#100   $GMGI hits the ground running Monday morning! Big DPS1212 06/07/20 11:29:02 AM
#99   >>> Why Home Depot Stock Gained 13% in May gfp927z 06/07/20 11:22:02 AM
#98   >>> Why Energy Transfer Believes Its 15%-Yielding Dividend gfp927z 06/06/20 11:54:07 AM
#97   Procter & Gamble - >>> 3 Top Dividend gfp927z 06/05/20 12:41:57 AM
#96   >>> Pfizer’s Breast Cancer Treatment Fails in an gfp927z 06/01/20 04:05:47 PM
#95   ConocoPhillips - >>> 7 Best Energy Stocks to gfp927z 05/31/20 12:42:53 PM
#94   >>> Ford Is the Poster Child for America's gfp927z 05/26/20 06:46:13 PM
#93   >>> Warren Buffett Sold Phillips 66 -- Here's gfp927z 05/23/20 12:31:24 AM
#92   Phillips 66, ConocoPhillips - >>> Oil Crash 2020: gfp927z 05/06/20 01:49:45 AM
#91   >>> Exxon's CEO On How Oil Giant Plans gfp927z 04/21/20 12:16:15 PM
#90   >>> Here are the best bets for investors gfp927z 04/19/20 12:40:52 PM
#89   >>> These 60 large U.S. companies are ‘susceptible gfp927z 04/19/20 12:33:32 PM
#88   Verizon, Energy Transfer - >>> 3 Terrible Stocks gfp927z 04/18/20 01:26:30 PM
#87   GE - >>> Raytheon Technologies Debuts On The gfp927z 04/04/20 12:38:19 AM
#86   Ford suspends dividend - >>> Companies Suspend Dividends, gfp927z 03/27/20 11:19:19 AM
#85   >>> Aqua America / Essential Utilities - Post-Merger gfp927z 03/04/20 04:40:47 PM
#84   >>> America’s Coal Country Isn’t Dead — It’s gfp927z 02/21/20 09:25:19 PM
#83   >>> Aqua America introduces new name as it gfp927z 02/12/20 11:03:03 PM
#82   IBM is up almost 20% so far this gfp927z 02/12/20 02:01:07 PM
#81   >>> Ford Board Leaves Embattled CEO With Little gfp927z 02/09/20 09:11:09 PM
#80   >>> High-Tax States’ Bonds Are So in Demand gfp927z 02/06/20 09:31:20 PM
#79   >>> Ford Shares Tumble After Q4 Profit Miss, gfp927z 02/05/20 08:57:34 AM
#78   >>> Ford’s Lending Arm Is Generating More Profit gfp927z 02/03/20 05:21:41 PM
#77   >>> Boeing and GE Share Earnings Day? How Fitting. gfp927z 02/02/20 10:31:38 AM
#76   >>> GE Bulls Finally Have More Than Hope gfp927z 02/02/20 10:31:32 AM
#75   >>> IBM’s New CEO Is Mastermind Behind Cloud gfp927z 01/31/20 09:35:08 PM
#74   >>> GE’s stock soars after earnings, as CEO gfp927z 01/29/20 04:43:07 PM
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#72   >>> Moody’s downgrades Ford credit rating to junk status gfp927z 01/11/20 02:27:33 PM
#71   HSBC - >>> Hong Kong Turmoil Threatens Banking Giant gfp927z 12/09/19 11:37:00 AM
#70   >>> Home Depot stock is still a good gfp927z 11/19/19 01:28:19 PM
#69   >>> Energy Transfer’s Q3 Earnings: What’s Next for gfp927z 11/13/19 01:15:47 PM
#68   >>> Energy Transfer (ET) gfp927z 11/13/19 01:09:45 PM
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#63   >>> Duke Energy's Arm Inks Deal to Build gfp927z 10/18/19 11:27:55 AM
#62   >>> Johnson & Johnson Agrees to Settle Ohio gfp927z 10/02/19 10:01:49 AM
#61   PRECISION PUSHBACK: HOW CSX IS CHANGING THE RULES gfp927z 09/17/19 01:08:06 PM
#60   $NIO Electric vehicles will grow from 3 million SpotOnTrade 09/14/19 07:50:53 PM
#59   >>> AT&T Hits Highest Level Since 2018 After gfp927z 09/09/19 10:49:26 AM
#58   J+J - >>> Why The Opioid Verdict Is gfp927z 08/28/19 08:16:51 AM
PostSubject