Replies to post #3023 on Walgreens Boots Alliance Inc (WBA)

[bar1080]

YTD my individual stocks are off about 3.6% according to Finviz. Worst three are WBA, Skyworks (a small holding) and 3M. ROK's had a stinkin' few months too.

My kids hold tons of QQQ which is off 9.1% YTD, but they have a >ten bagger in it, even now. I tried to get them to lighten up on the QQQ a few months ago but both kids wanted to continue holding. They've had QQQ since about 2010.

I've had some div increases in 2022, no reductions.

[bar1080]

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.