04-13-2014, 08:28 PM
For me max weighting in the overall portfolio for a single ticker is 10%. Max weighting for a sector is 20%. Guideline are pretty loose however, especially when transient plays are initiated.
No formal effort at diversification is employed in the long term dividend portfolio. Each position is equally weighted. More attention is given to yield and perceived value, than is given to aspects related to diversification. Currently that portfolio is spread between insurance, property REITs, pipeline, oil rig lease, fertilizer, health care REIT, international integrated oil, LNG carrier.
No formal effort at diversification is employed in the long term dividend portfolio. Each position is equally weighted. More attention is given to yield and perceived value, than is given to aspects related to diversification. Currently that portfolio is spread between insurance, property REITs, pipeline, oil rig lease, fertilizer, health care REIT, international integrated oil, LNG carrier.
Alex