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.