Tuesday, January 2, 2018

Portfolio Buys For 2018

Here are the Portfolio Additions for 2018

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.


BTI
BUD
CHD
CMI
COST
CTSH
DEO
EMR
FB
GPN
HAIN
HCP
HSY
IBB
MA
MKC
MO
PG
PM
PX
PYPL
SAM
UVV
V
WAB
WAT
AWK
CME
SHW
SPGI

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