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Subject:  Re: On second thought, 2828 - Small Cap Issue Date:  1/27/2013  7:28 PM
Author:  TreyAnas Number:  668585 of 875698

Hi, Art,

Excellent question. For me:

1. There has absolutely been a tax advantage to having individual stocks. During the downturn, I selectively "harvested capital losses" to offset gains, then reinvested in other companies I thought had similar potential. This isn't always (or even normally) a great idea, but has worked well for me around the edges of the portfolio.

2. I often enjoy reading about companies and their businesses. I truly look forward to Buffett's Berkshire letter every year, for instance.

3. I think my large cap assets, which are all individual stocks, have outperformed the S&P. Because I only track performance of the whole portfolio, though, I can't at this moment say the definitively. My bad.

So, yeah, individual stock selection isn't for everybody. Trey
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