Two competitors in one portfolio

[felixbocharov]

I've a question for you, guys. Does it make any sense to have to competitors in your portfolio? For example, I already have a KO in my portfolio and considering buying PEP. What do you think about it?

 

[qxr1011]

I've a question for you, guys. Does it make any sense to have to competitors in your portfolio? For example, I already have a KO in my portfolio and considering buying PEP. What do you think about it?

what we think is irrelevant

what does your method think?

 

[recession2016]

doesn't make sense to be long stocks in any portfolio

 

[2rosy]

if you own an ETF then you're long several competitors

 

[globalarbtrader]

I've a question for you, guys. Does it make any sense to have to competitors in your portfolio? For example, I already have a KO in my portfolio and considering buying PEP. What do you think about it?

What could you buy instead of PEP? If it's something from a different industry, country or asset class then that is probably a better bet

GAT

 

[qxr1011]

http://www.nytimes.com/2015/10/04/upshot/soda-industry-struggles-as-consumer-tastes-change.html?_r=0