A little action today, and thought changes

I ended up punting FE late today, and ALJ did get stopped. FE was a small 1.6% gain and ALJ, net of the pending dividend, was a loss of almost 3%.

I believe I am in need of a "youth movement". In looking through my portfolio and paying special attention to the slower movers, it appears I have a large number of huge companies with slow growth and very large floats. There is not likely to be a huge, quick gain to be had with these. If I am going to beat the market, I need stocks that could potentially return 20%+ over a 12-month period. Some will do worse, some will do better, but I need to at least give myself the opportunity to average 20% annualized growth. I have a number of stocks that are unlikely to do that: XOM, CMCSA, GIS, ORCL, BUD are some that are on my watch list. I'll let them run their course so long as they don't get too comfortable. In the future, I'll try to take care to get into positions with smaller floats and more Quarterly YOY growth. 7% growth over at BUD probably isn't going to cut it.