Waters Corp(WAT)
American Water Works(AWK)
CME Group(CME)
Sherwin Williams(SHW)
S&P Global Inc(SPGI)
Furthermore I've cut the following companies
Vector Group(VGR) - Nothing wrong really. It's still a great combo play of real estate and tobacco. I just felt there were better opportunities to invest in, and I still have plenty of tobacco exposure through PM, MO, and BTI.
IBM(IBM) - Is still a good company, but they have been struggling as they turn the company around. Oddly I feel like this will be a good year for them. The dividend is still good to if you're looking for income. However I still see better opportunities out there, but you bet I'm still rooting for big blue.
I'll post more on my reasoning for the 5 adds later this week. Here is the full portfolio for 2018. Each company will start with a $10k investment.
