Dec 10
25
My starting lineup for 2011
2010 was a good year for me getting more diversification in my portfolio.
My starting lineup heading into 2011 is my core holding of VFORX along with :
AAPL – AMT – BAC – C - CAT- CSCO – ERTS - FTR – GDXJ – INTC – KMP – MO – NLY – NUE – PG – SPF – VZ – WAG
I’m trying to do more common sense investing and getting into companies that people use or I think that will have a growing number of customers or are used within products the products purchased by those customers over the next several years.
I feel that I missed out on CY, FFIV, and NFLX due to not having any available cash to pick them up when they were priced much lower. With the near year starting soon I’ll be looking to invest in my IRA and pick up PAYX and KO on a down day.
My biggest mistake was getting into CSCO later in the year when there was talk of a special dividend in 2011. I took a beating after their last earnings report.
Other companies that I use often and would like to get into are Home Depot and EBAY (for PayPal)