What does it mean...
when there is a stock in your real portfolio that you're uncomfortable putting into your CAPS portfolio? Anybody else run into that?
Despite what my CAPS portfolio may look like, I do like doing well in CAPS and I found myself pondering why I hadn't added Duke Energy (DUK) to my CAPS portfolio yet. Answer: I don't think it'll outpace the S&P and would hurt my CAPS score. Ouch, painful realization.
Of course with Duke I've had a DRIP going for a number of years now (post Enron and when Duke took a big spill) and it's done quite well for me. As much as I like the DRIP, though, my CAPS conundrum now has me thinking about whether I should look to greener pastures for a new DRIP.
As an important sidenote, a current need for liquidity has also had me thinking that it's not really that bad of a time to cash in on all the goodness that Duke has brought to my life.
as a redundant disclosure, I own Duke shares