Staring at MO, KO, DEO, STZ, plus DPZ every day makes me feel like I've become a holder of a daily necessities ETF. While the market is pushing tech stocks to the moon, these defensive ones are just lukewarm, neither rising much nor falling hard, only adding frustration to my portfolio. DPZ has fallen quite a bit, making my fingers itch to average down, but I'm afraid of catching a falling knife... Forget it, the steady defensive camp can only simmer slowly, aiming for a retirement mindset.
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