For anyone that’s interested:
Could actually be quite a nice balance for 2021:
- Healthcare 30%
- Tech 20%
- Industrials 10%
- Communication 10%
- Consumer Defensive 10%
- Energy 10%
- Materials 10%
Average yield 4.11%
Thoughts?
One stock that jumps out in a negative sense is Walgreens. I think Amazon will continue to make a big push in the industry this year.
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