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My DGI Portfolio
#5
I agree 100% that both holdings are a good fit. But for weighting purposes would not aggressively add to one without considering the weight of the other. I've seen folks before who considered themselves to have a diversified portfolio, yet they might have six or eight tickers that consists of BCDs and MREITs with a cumulative weighting of 40%-50%. They considered the portfolio diversified, but I considered it a disaster waiting to happen. KO and PEP are totally different animals in that regard, but establishing allocations and remaining disciplined in sticking to the plan require a good bit of forethought and followup.
Alex
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Messages In This Thread
My DGI Portfolio - by Shawnjeffrey - 08-27-2013, 07:26 PM
RE: My DGI Portfolio - by Shawnjeffrey - 09-28-2013, 07:59 AM
RE: My DGI Portfolio - by hendi_alex - 09-28-2013, 08:23 AM
RE: My DGI Portfolio - by Kerim - 09-28-2013, 10:33 AM
RE: My DGI Portfolio - by hendi_alex - 09-28-2013, 11:01 AM
RE: My DGI Portfolio - by Shawnjeffrey - 09-28-2013, 10:14 PM



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