10-08-2013, 03:38 PM
(10-08-2013, 02:24 PM)TomK Wrote: I think I am on record as being a little uneasy with a lot of tech in my portfolio, but I do like the lineup you guys have laid out (MSFT, AAPL, IBM, and INTC/CSCO/QCOM).
Just curious, what percentage of your portfolios do those names together make up? Off the top of my head, I could see being comfortable with all four of those together making up about ten percent of my holdings. But again, I am much more into businesses that I can predict reliably what they will look like ten years out.
I hold 50 positions in my 401k that are fairly equally weighted, so those 4 are about 8% of my account.