Nathaniel Gration @NateGration: "Dear Copiers, I am doing some..."

Australia

Dear Copiers, I am doing some research on $JCI (Johnson Controls Inc) and $VRT (Vertiv Holdings Co) in the data storage cooling and powering sectors. I am also considering $COST (Costco Wholesale Corp) for our portfolio as a direct exposure to retail. It is pretty much where it was a year ago and is a great company. I am also looking at $GLW (Corning Inc) the glass manufacturer. $SOFI (SoFi Technologies Inc) bank is another one i find interesting at the moment. These would bump our single stock percentage higher than we often hold in our portfolio. With that in mind I am looking to add funds in the coming months which would lower the percentage of single stocks in our overall portfolio l. I would look at holding these pretty long term with the exception of Costco which may be more in the 6 month to year range verses the several year to decade range l. Please feel free to share any thoughts you have on these and if you have any questions 😀 Have a great day, Nate