谈股论币

My Portfolio 2018-03-31

战胜市场 8月前 136

Market has a choppy 1st quarter in 2018. It has experienced a melt-up in January, following by correction in February and high volatility thereafter.

I have made lots of changes in my portfolio: mainly increased REITs, Finance and Tech after the selloff.

Long-term

Still Holding:

AXP, C, COP, CPTA, COST, DIS, FB, GILD, GPS, HD, IBM, M, SBUX

Exited:

BIDU (took profit, was afraid of high volatility)

WDC (took profit after recent rally)

BIVV (the company was taken over)

OHI (took profit, reinvest in Tech)

CVS (took profit, reinvest in CI)

MOMO (took profit, reinvest in YY)

Added weight of existing stocks:

C (I believe recent selloff is overdone for finance, as big banks will benefit from rising interest rate)

FB (Recent turmoil created great opportunity to add more shares)

Added new positions:

NTES (it is still high growth company)

YY (the selloff after ER is overdone, it is growing rapidly, spinoff is on the table)

CI (has more upside potential than CVS)

GME (a small position for 10% dividend yield)

WMT (I believe WMT is in the right direction to increase e-commerce and drug business)

PG (dividend-growth candidate)

O (dividend-growth candidate)

LUV (airlines should be fine in this economy)

UPS (dividend-growth candidate)

Short-term

Still Holding (underwater):

LC, RUBI, TIS, TELL

Added:

DKL (logistic, high dividend)

BGS (food industry, high dividend)

TELL (energy, natural gas, I doubled down)


source: defeat market
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