Replies to post #148 on Great Stocks

[gfp927z]

Derf, >> LECO <<

Yes, I have them on my extended list (link below), but no position yet. Their numbers do look good, and the chart is also nice, although not quite as steady as some of my other industrial sector stocks. Industrials turned out to be my biggest sector (30 stocks), so I'm somewhat over-weighted there. But upon further examination, the LECO chart looks plenty good, so I'll probably add some to the portfolio. Thanks for the heads up :o)

https://investorshub.advfn.com/Elite-Stocks-38031



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[gfp927z]

Derf, >> 25% in stocks? <<

Yes, 25% is the current allocation in stocks, with most of that in the S+P 500 index, and the rest in the individual stocks listed (116 stocks and 2 sector ETFs). The individual stocks are small positions, but together they add up to a decent amount. I have them equally weighted, with a few slightly bigger (CTAS, RSG).

For bonds, the current allocation is 30%, plus 20% in T-Bills. The bonds are laddered monthly out 3 years, and are mostly in Treasury notes plus a few corporates and CDs. I'm retired (68), so taxes aren't much of a problem, therefore no munis currently, though I had some back in the day.


>> I typically am looking to put $100k into a stock <<


Yikes, that's some serious dough :o)




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