Over the next six to eight weeks, the Long-Term Portfolio will be undergoing a serious makeover due to major cash outflow. For those who don't know what the deal is, don't worry, it's nothing bad... more details to come when things are a lot more certain.
Anyway, at this point, I am putting on hold all plans to buy more stocks that I like. I will be spending a fair bit of time figuring out which positions to sell off, either in whole or in part. The Trading Portfolio will likely be downsized as I move funds from it into the Long-Term Portfolio in an effort to keep as many positions intact as possible.
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