Member B's husband has a stock portfolio, entirely in his own name.
Should I take some of the capital gains in my stock portfolio now or wait until next year?
She does have a stock portfolio - but it came about by chance.
She had worked up an impressive stock portfolio in the past three years.
He took a stock portfolio initially worth $40,000 up to $170,000 in less than two years.
So he has been selling some of his huge stock portfolio.
I wouldn't charge him $350,000 and put the money in a stock portfolio.
If the value of the stock portfolio ends up above that amount, there is no problem.
He now transfers $3,500 into the stock portfolio, in order to bring the value back to $5,000.00.
"And going around with stock portfolios in your mouth is just too awkward."