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DewDiligence

02/20/15 4:01 PM

#187702 RE: RealGenius #187700

The answer is multifaceted because I manage several portfolios: for a private foundation, for various family members, and for my spouse/me. Each portfolio has limitations—i.e. the institutional portfolio can’t acquire thinly-traded stocks, while the family and personal accounts (other than IRAs) have some low-cost positions that effectively can’t be sold due to tax consequences.

Currently, the five stocks I most favor that are suitable for all of the above portfolios are: PCL, ENTA, ABT, MON, and WFM.

In my personal portfolio, I also have HES, CLF (my only big losing position, where I recently added aggressively), MNTA (a residual holding from shares bought in 2007), CNAT (a small position bought in Dec 2014), and OCRX (a small position bought today). This is not an exhaustive list.