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LOL - if I "move more heavily" in one direction or the other, it is generally on securities I have held for over a year and/or where I have offsetting losses or loss carry-forwards. Have to weigh the benefits of having the right portfolio mix with the downside of having to pay a little tax now...

An Intentional Road - congrats to you as well! I wish my portfolio was a little more similar...(there I go again, thinking I need more). Sailor, its online facilitation for a professional designation. Its only supposed to be a supplemental thing, but I know a few people that do it full time.

NW - You read alot into a screen name. No, I don't have a Sun Devil S&M fantasy: PutAForkinMe as in "I'm Done!".

Finally pulled the trigger, part of it thanks to some of the detailed introductions on this forum. Thought I would provide my own to maybe inspire someone else. 42 y/o financial executive/professional/entrepreneur, married with one small child. $$$: Approximately $2.5M in a 70/30 portfolio with...