As the year is coming to a close, I will be capturing the large gains in KMP and replacing it with VZ.
I will capture this change at the end of the day, today.
update: I captured a 23% gain for the 2011 year on KMP that I had modeled at a 3-4% gain for the year. (The Timeless Portfolio is at the right of the screen, under Links. The purpose of the portfolio is stated here.)