I’ve been on a shopping spree these last few weeks. I added on to my stake in Chubb Limited and bought two new stocks. Unilever (UL) has been on my watchlist for years but I decided against it given my large position in P&G. Unilever is essentially the P&G of the United Kingdom. I also purchased 10 shares of Take Two Interactive, the … [Read more...]
Recent Buy: Chubb Limited
It was a wild week for the market. Between Wednesday and Thursday, the Dow fell over 1300 points. It was a steep decline, but also an opportunity to buy additional shares. In this case I added a new stock to my portfolio; Chubb Limited (CB). The company was on my radar for a while because of their global presence, diversified product lines, and … [Read more...]
Recent Buy: General Mills
As discussed in my last post, my weighting towards consumer non-cyclical stocks is quite heavy. This led me to explore multiple sectors in international markets. I found some interesting companies in China like Sinopec, China Mobile, and Alibaba. In India, business services company Infosys caught my eye. International insurance company, Chubb … [Read more...]
Recent Buy: W.P. Carey
Real estate is a wonderful investment as it represents tangible property. Land, like gold, has been the universal currency of mankind for centuries. Looking over my quarterly results I find I am still too heavily weighted towards consumer staples. I recently added on to companies like P&G and Hormel. Overall, 30% of my portfolio is invested … [Read more...]
Recent Buy: Waste Management
Some companies are truly forever companies. Retailers like Target can be disrupted by consumer preferences, economics, or Amazon. Even tech kingpin Apple could fall victim to a higher quality, more innovative smartphone. In these cases, we need to really keep an eye on industry developments, economics, trends, and whatever else is going on in … [Read more...]
Recent Buy: Medtronic
I finally went ahead and added a new company to my portfolio. We are, again, under the threat of a trade war. Therefore, I’d rather buy a company less likely to be hit by such a dispute. This led me to buy 23 shares of Medtronic (MDT). Medtronic is the world’s largest manufacturer of biomedical devices and does business in 120+ countries. … [Read more...]