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Hi GDett2

Thank you for the clarification. I understand more clearly the growth manifestation of your portfolio now. Did your former employer through which your pension came, go bankrupt? Does their obligation to pay anything more on outstanding pensions get erased at that point? This is something I’m not knowledgeable at all about.

I do like the option of trimming 5-10% as the position of a company has outsized performance to reallocate to other positions. I’m doing my honest best at being diligent with following Foolish investing principles and I find myself getting pulled in different directions by sentiments expressed by investors I highly respect. Do you use any software programs to model out potential strategies for your investments? Up to this point I’ve been a pen and paper, napkin math, in the ballpark is good enough type analyst. The Fool seems to utilize YCharts in a lot of screen sharing on Fool Live.

You’ve been a big help. I appreciate you.

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