I've highlighted stocks in green that I'd like to add a bit to if the market continues to dip next week. I've made several adjustments these past few weeks including: Sale of NLY, adding new names ADM and GD. Have strategically sold some TIPs to generate a bit more cash, and this past Friday added to several names including: DOV, EMR, MCD, ADM, GD, TEVA, CMI, CSCO, AAPL, and MSFT. Also received dividends from MO and CVX.
Here are the YTD performance metrics:
That's all for now,