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URL:  https://boards.fool.com/personally-i-look-at-how-diversified-the-31176931.aspx

Subject:  Re: do you limit your holdings to a % of portfol Date:  3/21/2014  7:00 PM
Author:  kuzumel Number:  74588 of 101510

Personally, I look at how diversified the undelying company is. Examples are holding company like BRK-A/B, LOW; internationals with a wide variety of markets like JNJ, KO, PG; or critical essentials like oil companies or staple goods.

Specialists and one-trick-ponies frequently get reviewed, but not always adjusted. It depends on what I think will happen to their customer base or evolutionary trends. So this includes Starbucks, Apple,

But would I allow any single stock to approach 30%, probably not. But that is only set in very wet beach sand.
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