Jun. 1 at 10:35 PM
$HRL $CPB $CAG $PPC $GIS
Several weeks ago I began initiating my food producer picks.
HRL
CPB
CAG
PPC
GIS
INGR
Collectively, I’m slightly in the green.
Over the next 6-12 months, I will continue accumulating all 6.
Current weight is still around 4%
Some of the cash I have sitting in SGOV and dividends received in the coming months will be used to accumulate more monthly.
Especially on any pullbacks.
10% allocation heading into 2027.
This is part of my defense strategy. After all, people have to eat and I see more people eating at home as we move from 2027-2028.