Old friends, this portfolio just looks like it's been tested by time. Lululemon's new product launch, the market turns green and nothing else matters, the athleisure sector is just too tough; McDonald's and Coca-Cola continue to make easy money, although the gains aren't huge, I'm genuinely envious of these slow bulls, holding them is practically a retirement-style move. Pepsi and Kraft Heinz one discounting and one halting a split, to put it bluntly, the consumer sector is still mainly defensive, don't expect any big moves, hold them passively, don't overdo it.