4Mon
Nice portfolio, even if the Magnificient Seven's exposure of over 50% is a bit too large for me. I have a few stocks on the WL that are heading in a similar direction - but I think they are all currently very sportily priced. This month I ventured into Zoetis (half a position, would increase again if necessary). MSCI is also slowly becoming interesting.
Stocks on my list: Ametek, Stryker, microchip technology, Xylem, Watsco....
Stocks on my list: Ametek, Stryker, microchip technology, Xylem, Watsco....
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4Mon
@KevinC Zoetis could be a very interesting opportunity at the moment! I'm also thinking about going in in several tranches over the next few months! I also find Watsco very exciting!
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