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Hello,

Apologies for the OT post. Hoping I can get some personal responses to a question I am grappling with. When you look at percentages do you look at percentages you are comfortable allocating to a particular stock as a total of your total portfolio to include any 401K asset value as well or do you only consider the allocation as a percentage of non 401k money that you invest. For those with larger 401K balances the amounts could be quite large if one were to include the 401k balance as well and trying to see how others grapple with it.

Apologies for the OT request and hope there are others who grapple with the same situation and trying to understand how they deal with it.

Thanks
Mike
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