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No. of Recommendations: 0
My current holdings are:
3. DIS
4. GPS
6. WLA
7. DOW (A gift of one share in 1963)Now 95 shares, never added to.
8. HD
9. HLT (Held since 1975)
10. LUV (Held since 1976, sold in 1993 to finance child's education. Repurchased 1 year later.
11. QWST
12. RMBS
As you can see, I'm weighted in computer/tech stuff, maybe too much.

I don't see the overweighting here. 4 out of 12 looks just fine, unless your twelve holdings are way out of balance. I'd say you've got a great portfolio. You don't HAVE to diversify further or get into the Foolish Four. With the tax hit you may take from selling some of your holdings, it will take years of excess profits in your new holdings to make up the loss. Selling a stock that has unrealized gains of 98% (i.e. your cost basis is 2% of the current value), in a company that is still doing well, is almost financial harakiri.

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