It’s too growth oriented to my liking. I’d add 1-2 conservative names. But I think you’ll be successful in the future ✌🏻
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•@Thoranos for example? Stocks like pepsico or what do you mean?
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•@Lum0k Yes, exactly. Many ere expecting a higher for longer era. Means that the Fed won’t cut rates so growth oriented companies will grow slower but more defensive names will become more popular as their cash flow come he’ll or high water will be growing. Names like KO PEP ABBV CME LIN JNJ come to my mind. Good luck.
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