3Settimana·

Pepsi vs. S&P 500

I've $PEP (+0,03%) held this stock in my portfolio for about 4 years now, and including dividends, I’m just barely breaking even. Even though the dividends are nice, I don’t think Pepsi will outperform the market in the long run either. Since my core portfolio consists mainly of $LYPS (-0,15%) and $MEUD (-0,19%) , I’m considering closing out this position and putting most of it there—partly because my satellite holdings can handle more risk than Pepsi. For one thing, I’d likely get a better return there in the future, and I’d also have a more streamlined portfolio. I might even put a portion of that into riskier stocks like $SOFI (+0,15%)
$NU (+0,94%)
$NOW (+1,89%) . I think those are more likely to outperform the market.

What do you think, and how would you handle this?

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3 Commenti

immagine del profilo
3Settimana
A little pizzazz never hurt anyone :)
6
immagine del profilo
It's a question of strategy—and, in principle, you've almost answered it yourself.

Pepsi isn’t a bad company, but it’s still more of a defensive stock. I’d be very surprised if Pepsi outperformed the S&P 500 in the medium term. So if you’re looking for dynamic price growth, it probably makes sense to rebalance your portfolio.
1
immagine del profilo
Forget the PEP—take some aspirin instead…
1
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