KO
Coca-Cola Company
stock NYSE

8-12 max. I’d keep MA, V, KO, Google, COST, LMT, CVX, LLY.

It works if you use any 4hr open. Every 4hr candle marks a new KO. Ive personally seen it work at 10pm just like 10am.

Like I said, I use SPYI as a supplement to “juice” my income-generating capability. That portion of my portfolio has a mix of both broken down into the following:
Dividend/Distribution Growth: SCHD, DGRO, LMT, RTX, GD, WM, KO, PEP, CNQ, CVX, EOG, AVGO, TXN, MRK, MCD, MARUY, GOOGL and NVDA.
Dividend/Distribution Yield: SPYI, BTCI, BLOX, VYMI, EPD, ET, MPLX, WES, BMY, PFE, MO, BTI and KRP.
The distributions I get from BLOX and BTCI are moved to my other positions.

Rotating into proper businesses with great balance sheets like CAKE, KO, CMG, CELH and PEP instead of ahitcoins like AMD, IBM, AVGO, MU and SNDK.

All three. I do think their size limits them. I can get their durability based on how the company is structured but it doesn’t always work for everyone. Yes dividends are tax drag but they buy companies for their dividends as well. KO OXY AXP BAC and even Apple pays out in dividends. Even their t bills pays out interest vs holding cash in a major bank. I like owning them for foreign exposure private deals preferred share deals energy and non tech investments. However their size makes being a series acquirers more limited. They actually need a big correction to get outsized gains or decent portion of a very big company.

Looks like AMZN is getting lumped in with consumer today, all down - KO, COST, VZ, CMG, NKE as some examples.

ABBV, AMGN, BAC, AVGO, CAT, CTAS, KO, COKE, COST, DE, FAST, HD, JPM, LOW, MA, MCD, PH, PEP, REXR, SCHD, SNA, TSM, TSCO, UNH, and VICI
VICI & REXR dont fall under the stated blue chip aristocrat category but I added them to boost overall dividend yield a bit as I believe in the two REITs long term being good

KO è una wide moat ha un fossato difensivo che la rende uno dei migliori titoli difensivi e ce ne sono tanti altri.
Non è un titolo che va a sostituire il tech, ma va diversificare il portafoglio.
Ho preferito pepsi a suo tempo 100 azioni, paga un dividendo del 4,2% annuo, arrivo al 10% anno vendendo opzioni call

No. That's the portfolio for his wife after he dies. 90% VOO (S&P500), 10% short term US gov bonds. The key point is it's passive.
Warren Buffet's personal portfolio was way more concentrated. And he actively managed it, not passive. His journey was not of the boglehead way. But he has special powers we don't. He would lower operating costs of the companies he bought, give them cheap insurance among other things. You can't do that.
He bought deep value. But he admits he had access to low hanging fruit that does not exist today. I believe he bought is first stock in 1950, before most redditors grandfathers were born. With lots of time for those companies (KO) to cook. You can't time travel back to his 1950 deep value opportunities.

8-12 max. I’d keep MA, V, KO, Google, COST, LMT, CVX, LLY.

It works if you use any 4hr open. Every 4hr candle marks a new KO. Ive personally seen it work at 10pm just like 10am.

Like I said, I use SPYI as a supplement to “juice” my income-generating capability. That portion of my portfolio has a mix of both broken down into the following:
Dividend/Distribution Growth: SCHD, DGRO, LMT, RTX, GD, WM, KO, PEP, CNQ, CVX, EOG, AVGO, TXN, MRK, MCD, MARUY, GOOGL and NVDA.
Dividend/Distribution Yield: SPYI, BTCI, BLOX, VYMI, EPD, ET, MPLX, WES, BMY, PFE, MO, BTI and KRP.
The distributions I get from BLOX and BTCI are moved to my other positions.

Rotating into proper businesses with great balance sheets like CAKE, KO, CMG, CELH and PEP instead of ahitcoins like AMD, IBM, AVGO, MU and SNDK.

All three. I do think their size limits them. I can get their durability based on how the company is structured but it doesn’t always work for everyone. Yes dividends are tax drag but they buy companies for their dividends as well. KO OXY AXP BAC and even Apple pays out in dividends. Even their t bills pays out interest vs holding cash in a major bank. I like owning them for foreign exposure private deals preferred share deals energy and non tech investments. However their size makes being a series acquirers more limited. They actually need a big correction to get outsized gains or decent portion of a very big company.

Looks like AMZN is getting lumped in with consumer today, all down - KO, COST, VZ, CMG, NKE as some examples.

ABBV, AMGN, BAC, AVGO, CAT, CTAS, KO, COKE, COST, DE, FAST, HD, JPM, LOW, MA, MCD, PH, PEP, REXR, SCHD, SNA, TSM, TSCO, UNH, and VICI
VICI & REXR dont fall under the stated blue chip aristocrat category but I added them to boost overall dividend yield a bit as I believe in the two REITs long term being good

KO è una wide moat ha un fossato difensivo che la rende uno dei migliori titoli difensivi e ce ne sono tanti altri.
Non è un titolo che va a sostituire il tech, ma va diversificare il portafoglio.
Ho preferito pepsi a suo tempo 100 azioni, paga un dividendo del 4,2% annuo, arrivo al 10% anno vendendo opzioni call

No. That's the portfolio for his wife after he dies. 90% VOO (S&P500), 10% short term US gov bonds. The key point is it's passive.
Warren Buffet's personal portfolio was way more concentrated. And he actively managed it, not passive. His journey was not of the boglehead way. But he has special powers we don't. He would lower operating costs of the companies he bought, give them cheap insurance among other things. You can't do that.
He bought deep value. But he admits he had access to low hanging fruit that does not exist today. I believe he bought is first stock in 1950, before most redditors grandfathers were born. With lots of time for those companies (KO) to cook. You can't time travel back to his 1950 deep value opportunities.

PH JNJ KO

Keep and buy now are different. Eg I wouldn’t buy KO now but I’d sure as heck keep it