So these are the positions that I have opened in the last month or so. I'm a long-term investor so i feel pretty good about the mix I have in my portfolio. I'm going to increase my position with government contractors (Lockheed, General Dynamics etc) since these are solid companies working with the federal government.
1. Aerospace
a. Boeing
2. Hospitality
a. Carnival (Small investment)
b. Wynn Hotel and Casinos
c. Darden Restaurants
3. Oil and Energy
a. Chevron
b. EOG Resources
c. Occidental
d. Pioneer
e. Exxon
4. Airlines
a. Delta
5. Index
a. Dow Jones (DIA)
6. Government Contracting
a. Raytheon
7. Tech
a. Uber
1. Aerospace
a. Boeing
2. Hospitality
a. Carnival (Small investment)
b. Wynn Hotel and Casinos
c. Darden Restaurants
3. Oil and Energy
a. Chevron
b. EOG Resources
c. Occidental
d. Pioneer
e. Exxon
4. Airlines
a. Delta
5. Index
a. Dow Jones (DIA)
6. Government Contracting
a. Raytheon
7. Tech
a. Uber