MAS

Description:

This is a merger of 2 portfolios, mine and my wife's (got married 11 months ago). My portfolio (A) has higher growth names, with a concentration on growth in earnings. There's a big focus on oil / oil services, Rest Of World, and Apple. I use an online discount broker.

Portfolio B (my wife's) is a mostly large cap, good yield portfolio, fairly well diversified but with a large position in PG. She has a high commission broker. Have some issues re taxes and commissions- so they are not merging very quickly. Over time I am moving long-term "core positions" to Portfolio B and doing most shorter-term investing / trading in Portfolio A. And clearing out less than favorite names out of B.

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