02-25-2014, 11:45 PM
Tom, I treat them as separate portfolios at all times.
My thinking is if one of us should die or we <gasp>
divorce </gasp>, we'll each have a somewhat decent portfolio. The only problem is hers is about 1/3 the value of mine. Combining the overlap will at least overweight what I feel could be part of the core holdings anyway -- AFL, BAX, MCD, INTC & WAG.
As an update, all the sell trades I mentioned above have executed. I've been able to add some DE at a decent price but the rest of the limit orders are sitting there waiting for a little further drop. Patience will pay off I hope.
My thinking is if one of us should die or we <gasp>
divorce </gasp>, we'll each have a somewhat decent portfolio. The only problem is hers is about 1/3 the value of mine. Combining the overlap will at least overweight what I feel could be part of the core holdings anyway -- AFL, BAX, MCD, INTC & WAG.As an update, all the sell trades I mentioned above have executed. I've been able to add some DE at a decent price but the rest of the limit orders are sitting there waiting for a little further drop. Patience will pay off I hope.
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“While the dividend itself is merely a rearrangement of equity, over time it's more like owning an apple tree. The tree grows the apples back again and again and again, and the theoretical value of the tree doesn't change just because of when the apples are about to fall.” - earthtodan
“While the dividend itself is merely a rearrangement of equity, over time it's more like owning an apple tree. The tree grows the apples back again and again and again, and the theoretical value of the tree doesn't change just because of when the apples are about to fall.” - earthtodan