Message Font: Serif | Sans-Serif
 
UnThreaded | Threaded | Whole Thread (9) | Ignore Thread Prev Thread | Prev | Next | Next Thread
Author: kahunacfa Big funky green star, 20000 posts Top Favorite Fools Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 27244  
Subject: Re: Portfolio Weighting Date: 10/30/2012 1:15 AM
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Recommendations: 0
As a new investor i'm looking through my portfolio and analyzing the weightings of my stocks.
How do i determine what percentage my stocks should carry?
I am looking for a diversified portfolio, but am unsure which stocks should have a larger place in my portfolio. Should growth stocks have more, or dividend stocks a larger percentage?
In the current market, what would be good percentage weightings from certain sectors?

Much appreciated
Kiwisteve.
- Stevenjwallace | Date: 10/27/2012 2:52:08 AM | Number: 26247

My portfolio when I first started it in 1974 invested in ten different companies with ten percent of the portfolio invested in each company. As the portfolio grew and as the number of companies held increased, I strove to have approximately five percent of the portfolio invested in each company with a five to ten percent cash position waiting to be invested in the next new bright, compelling investment idea.

Kahuna, CFA
Investment Professional
1974 - Present

Posted & E-mailed
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Print the post  
UnThreaded | Threaded | Whole Thread (9) | Ignore Thread Prev Thread | Prev | Next | Next Thread

Announcements

2013 Feste Award Voting Begins!
Who will win the 2013 Feste Award? Vote now for the Fool that most exemplifies the Fool Community mission of Learning Together!
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Post of the Day:
Tax Strategies

TMFPMarti-Feeling Good
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
Community Home
Speak Your Mind, Start Your Blog, Rate Your Stocks

Community Team Fools - who are those TMF's?
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and "#1 Media Company to Work For" (BusinessInsider 2011)! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.
Advertisement