Happy Wednesday!
Below are my picks of the litter of active holdings in my portfolio!
I detailed last night that I made some adjustments to my Scorecard, so these are my first picks using my new system!
Taxable Brokerage:
$CARR - Carrier has been a rockstar holding for me since I started my position in April of 2020. Stock price has appreciated over 120% and pays a small dividend.
$CARR is tied for the top holding on my Scorecard at a 3.5/5 (there are a number of holdings currently at 3.5 - as I predicted
here). Based on the reasons above and it being my most underweight holding, that is why I am selecting it as my pick of the week.
Roth IRA:
$KMB - No change here from last week. Kimberly Clark is the highest rated holding in my Roth Scorecard and is the most underweight. Following my purpose statement (
shared this past weekend), this is the number one choice to continue building towards my goal of the portfolio.
Hope you enjoyed!