There are certain companies that inspire a sense of regret every time I see them in my portfolio. That regret isn’t because of losses or relative underperformance; I have a few of those as well, but I can live with that reality (no one gets them all right). No, the biggest sense of regret that I feel when looking over my portfolio is that I don’t own more of certain companies. I understand how wonderful they are and I wish I had bought more when I did. One ticker symbol that always stands out to me in this regard when I’m looking over my holdings is HON. I bought a starter position in Honeywell (HON) October of 2016 at $106.52 and ever since, I’ve been wishing I owned more.
As you can see on the chart below, my fundamental analysis proved correct. I was lucky enough to target the bottom to the very day; ever since my purchases HON has been on a fairly consistent ascent.
