All ten. The turnover from last year was I think only three positions Three buys, three sells. Plus and extra one because I chnged up from being off cycle.
My concern is the change in Dow components have left companies like AT&T with their high dividend perpetually on the dogs lists. Then again a 5.6% yield isn’t a bad savings account and I think my yield is more like 6.5% on T which kind of cushions the sucky appreciation they have. Verizon is another one, been in the dogs for a decade stock has been very up and down. Over that decade the stock is up a mere 15%
And yes I bought the oil. I’m a fan of oil. Particular XOM. Oil goes up, they make bank on maintaining margin on an increasing cost item. Oil goes down they make bank on increased consumption. cHV too. And both are increasingly alt energy plays too.
The Saudi shake out will benefit XOM and CHV in the long run. IMHO.