I believe much of the good news is factored in to the shares of Dow Chemical Co. at this point and all that remains is wrangling by activist investors and management as to how to break up the combined DowDuPont businesses. Furthermore, the dividend picture of the three new companies, post-split, are unclear. Therefore, I am taking profits on Dow that entered the income portfolio in July 2105. Since that time, DOW has returned investors about 30% in price appreciation and dividend income. In its place, I am adding chemical giant LyondellBasell Industries. LYB was a successful member of the aggressive portfolio from 2015 through February of this year. Although somewhat speculative as compared to the more conservative candidates on the income list, I believe the company deserves a place in the portfolio for exposure to the global chemical industry along with providing a healthy 4% dividend yield. I will supply more details on LyondellBasell in an upcoming post.