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(oops, I think I sent this without the message, here it is, a second attempt).

I posted part of this message before, but it was within the context of a reply to another thread and I wasnt sure if it got out to the regular readers.

I am looking to get feedback on a possible portfolio for a taxable account I have.

Right now it consists of two annual screens, started in December, Peg 1-4 and Key EPS 1-4 which began with ~$2000 per stock, and a monthly Peg Overlap 1-3 with currently about ~$5,000 per stock. This is not the entire taxable account, actually it is about half, the rest is in LTBH picks (so, the whole account is worth about $60,000 right now, after this recent week of fun.)

I am thinking about changing my monthly to a dual quarterly with RS 26 1-4 and PEG 13 1-4, ie two quarterly screens done at alternating months. This would have my mechanical strategies in the following configuration:

26% Peg 1-4 annual
26% KeyEPS 1-4 annual
24% RS 26 1-4 quarterly
24% PEG 13, 1-4 quarterly

I want to do this because a. I would like to have both peg and rs screens that are short term holds and b. I want to strike a balance with decreasing the bite that commisions make relative to my purchases and having a diversified portfolio focused on growth without being overly emotional about it all.

I am 30 yr old and would like to see if I can average 30+% annual return over the next 10 years or so.

I'd be happy to hear what people think about this.


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