Before we get into the analysis, I wanted to address the first summary point above. Yes, you read it correctly. We are changing the name of the portfolio from the Newborn Portfolio to the Infant Portfolio. Rather than keep the name Newborn throughout the life of the portfolio, we thought it would make more sense to adjust the portfolio's names as it aged. With our daughter now bumping up against 8 months, it was time for the transition. With the holiday season past us and some more time to do some research, I figured it was a good time for a Seeking Alpha article to update the readers and followers on our newest addition to the portfolio.

In my last article, Newborn Portfolio Q4 Update, I had 5 stocks on my watchlist, which included Mastercard (MA), Bristol-Myers Squib (BMY), AT&T (T), Boeing Co (BA), Google (NASDAQ:GOOGL) (NASDAQ:GOOG) and Disney (DIS). My husband and I spent some time researching the above and sharing our thoughts with each other on what we thought made the most sense for the portfolio. In addition to scanning the prior year annual reports, reading press releases and listening to the most recent quarterly earnings calls, we also monitored each stock's price movement throughout the time we researched the positions.

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