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Re: leftovers post# 3023

Friday, 04/01/2022 12:26:33 PM

Friday, April 01, 2022 12:26:33 PM

Post# of 3164
When the invasion began around Feb 19, I created a diversified paper portfolio of America's highest credit rated companies. 20 stocks in all, starting with the only AAA-rated stocks, JNJ and Microsoft. The Bluest of the Blue!

As of right now, that group is up 3.7%, led by Chevron (up 24%). BRK comes in third, up 11.6%. Only substantial losers have been HD and BAC.

My only selection criterion was credit worthiness. WBA is about unchanged since Feb 19. Although megacap blue chips have been a great place to be lately, other stocks haven't done too poorly with the exception of tech and microcaps (of course). This market hates tech. Mid cap stocks have held up fairly well.

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