Divemenow- I was with you until the very last line. Owning only five stocks means I have huge positions. I'll stay diversified so unforeseen circumstances can't easily devastate 40% of my port. Not so long ago BA and XOM could have been two reasonable and safe picks. I wouldn't be happy if I had $100K in each right now. I am going to stick with my DGI plan and my index fund. It's supposed to pass the test of time. Going in and out of the market is great when it works. I know you've done well lately. I do own too may stocks right now though.
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