First Update On The John Doe Portfolio

A Full List Of Existing Holdings, The Plan For Them, And New Purchases

I met last week with John Doe, the owner of the portfolio. We discussed some of the new investments, selling some of the existing investments, and a bit of the strategy moving forward. John and I agreed that I wouldn’t turn over the whole portfolio, but I did say that we would be selling all of the mutual funds (which were basically flat anyway), and trimming/selling certain stocks. I will be looking for selling opportunities in several stocks, which I will list below.