12-30-2013, 11:40 PM
(12-16-2013, 01:17 PM)TomK Wrote: Hi Hawkbill -- welcome to DGF!Thanks for the replies. I am still in the accumulation phase and will be for the next 11 years. It is not a small amount though. I inherited the four large holdings, all the others I've bought. DUK is flat over the last two years but I sort of look at it as a steady base load. If it doesn't do better this coming year I will trim it. If T hits 36 again I will sell some and purchase other fairly valued DG stocks.
I agree generally with Alex. I would not worry too much about keeping equal (or equal-ish) weightings if you are still in the accumulation phase of life. If the portfolio is very large (in dollar terms) and you are approaching retirement, then I'd get more worried about having so many eggs in so few baskets. We had a good thread going about that a while back -- here.