It is so rare that I thought I would state it. It’s only partially a bearish call: I dumped some KFT, MO, and PM. The tobacco put my older son through college so I cannot complain. I have some big expenses (a new Toyota Highlander for She Who Must Be Obeyed, for starters…big ouch on that one) and decided to get liquid while the market was feeling giddy. My ROI for the year is around 14%, so, again, I can’t complain there either. I also still have tobacco in other accounts. Just thinking out loud…
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