Stocks Of The Month: MSFT, NSC

I've sold a stock for the second month in a row, and this one is bittersweet. Chubb Limited (CB), known for most of time I've held it as ACE Limited, has been in my portfolio from 2000 to 2001 (sold to close on my first house), and then from 2004 until just a few days ago. It has always been a steady performer, returning 7.50% annualized over the past 19 years. It has recently fallen behind, though:

CB 5-year

CB 2-year

The proceeds from this sale went towards purchases of two dividend stocks that I have recently targeted for additional allocations: a little bit towards Norfolk Southern (NSC); and a whole lot towards Microsoft (MSFT), which along with Google (GOOGL) is now solidly over-allocated in the "5"s group of my portfolio.

Here's my current portfolio (buy and hold). As always, I believe in all of these stocks - until I sell them.

Amazon (AMZN) 14.53%
Tesla (TSLA) 12.16%
Apple (AAPL) 11.97%
NVIDIA (NVDA) 11.10%
Alphabet (GOOGL) 6.76%
Microsoft (MSFT) 6.55%
Intuitive Surgical (ISRG) 4.46%
Facebook (FB) 4.30%
Adobe (ADBE) 2.79%
Nike (NKE) 2.55%
Salesforce (CRM) 2.50%
Intel (INTC) 2.43%
Visa (V) 2.30%
UnitedHealth Group (UNH) 1.86%
Starbucks (SBUX) 1.70%
Waste Management (WM) 1.67%
BlackRock (BLK) 1.28%
Costco Wholesale (COST) 1.28%
Booking Holdings (BKNG) 1.15%
Union Pacific (UNP) 1.09%
Autodesk (ADSK) 1.07%
CSX (CSX) 1.02%
Norfolk Southern (NSC) 1.01%
Comcast (CMCSA) 0.65%
American Water Works (AWK) 0.60%
Canadian National Railway (CNI) 0.43%
Aqua America (WTR) 0.43%
Kansas City Southern (KSU) 0.35%