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Thank you, Bob. I like that idea. I take it that it could be
applied to mutual funds as well as individual stocks, right?

BTW....I've already started liquidating a few positions. I started
with the ones that I had the least confidence in.

Meanwhile, I have a rather large position in one mutual fund. I've had it for many years, and it has appreciated very nicely. TOO nicely....the cap gains will be significant.

But, I do buy the "tax tail vs investment dog" argument. Based on the fact that the fund position is too large, it will need to be trimmed.

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