02-10-2023, 06:54 AM
(This post was last modified: 02-10-2023, 06:57 AM by ken-do-nim.)
(02-09-2023, 06:45 PM)rayray Wrote: added to alphabet
it's my largest holding, i don't have an issue adding to the larger positions--don't really have a position size in the portfolio--i use to go for an "x" amount whether dollar amount or shares--that doesn't really exist at this time--i guess if i had to pick a number to trim it would be over 20% and tbh i don't think any position is over 9%
just checked, msft edged out goog/googl as the number one spot by a little
alphabet is 7.46% of my portfolio and i'm okay with that
During last year's debacle, I've come up with a new "rule" for my portfolio that when pure Growth stocks/etfs hit an all time high, I sell off at least 20% and redistribute into DGI stocks/funds. Other than that, I don't have a max size limit either. (pure growth means no meaningful dividend; nvidia for example has a dividend but it is too small to matter)
Broadcom/AVGO is my biggest position and will continue to be as it hits all 3 objectives: nice dividend to start with, excellent dividend growth, and excellent price increases.