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Learning to Invest / Investing Beginners


Subject:  Re: Portfolio Weighting Date:  10/28/2012  7:21 AM
Author:  wrjohnston91283 Number:  26245 of 28042

Eight individual stocks would be too few for my tastes.

Looking at the sectors you have (I've combined Corning and Intel):

Automotive 27
Mining 16.5
Tech 29
Consumer Staples/Healthcare 10.5
Industrial Goods 10.5
Consumer Discretionary 3.5

I think you are a bit heavy into automotive, especially since it's only one stock. I own Ford as well and feel they will do well long term, but I wouldn't put 27% of my portofolio into them since they still have the debt that they didn't shed by filing bankruptcy that GM and Chrysler did.

Tech is the same thing - you have almost 30% of your portfolio in two companies, one of which has not has a good past few years due to commodity costs with foreign competition (Corning); even intel is having some trouble this year, although both have decent dividends (3% for corning and 4% for intel). If you want to be bullish on information technology look into the ETF VGT ( and check out its top 10 holdings (Intel