Nobody else has said this, but I have great doubts about the ability of your stocks to return anywhere near 30% over the long haul. I've had some stocks that have returned far more than 30%, but not for long. These tend to be the same stocks that turn around just as easily. I think you should be content if you can realize a long-term 10 to 12% ROI. But if you really could generate 30%, you might want to worry instead about timing the move of your yacht from Portofino to Monaco.

db