I am removing my position in Dow Chemical Co. (NYSE: DOW – $42.95) in the aggressive portfolio today and replacing it with industrial chemical company LyondellBasell Industries (NYSE: LYB – $83.19). I feel that the remainder of the year and through the early quarters of 2016, Dow will report unimpressive results. Unevenness in the global economy should constrain performance in the near term and I will take the 36% gain in the shares since entering the portfolio in January, 2012. Along with the 3.5% yield, Dow provided investors over that span with an annualized return of nearly 9%. I will continue to hold Dow Chemical in the income portfolio, as this equity offers worthwhile total return potential for the pull to late decade, supported by the stock’s healthy dividend yield of 3.8%. I anticipate solid growth in sales, share earnings and dividends for Dow in the coming years, but I believe that LyondellBasell will prove a more promising vehicle over the next year for investors willing assume additional risk. I will provide details on my rationale for including LYB in an upcoming post.