OT Been using this crazy time in the market to unload some garbage and consolidate my portfolio. Down to 10 positions. Looking to fill gaps with regard to diversity. Presently my portfolio looks like this.
NGIO
Technology (drone software)
Biotech (cbd oncology)
Oil transportation
Hemp (fully integrated farm to retail)
GNBT
CBD wholesale/research
Hemp / CBD beverage
Weed (fully integrated farm to retail)
Lending (CLO)
REIT

Would like to add some consumer goods like CL or DL Nike or Adidas. Maybe some retail or big box. Anything else I’m overlooking.