Breaking the seal here (after months of reading the blog). Seems like an awesome community of very intelligent individuals! After the math played itself out I took MMM's advice, and said see ya to my FA. Here is the problem:
I have about a 160k portfolio to manage, and I'm fairly green to all of this. I'll note that I played in the stinky pinkies for a couple of years, and came out nicely ahead (i followed the right people I guess). Any feedback on the positions/strategy would be amazing! Also, I don't mind selling larger positions as I'll need to move money into my wife's SEP anyway. Here are the positions and share count:
BK-235 WRB-210 EXPD-200 FNV-115 MKC-81 NSRGY-187 PX-34 SNY-246 SE-480
BDX-50 DEO-80 ESRX-188 ITC-255 MSFT-59 PM-130 RGLD-212 SLB-75 SYY-105
Just for mindset purposes: I am 32, 60% of the time I'm allergic to work all the time, and I fully expect this investment account to be worth multi-millions after the community has shared their wisdom - no pressure. Just kidding, and seriously, thank you/y'all in advance!