09-24-2013, 09:38 AM
(09-23-2013, 04:10 PM)ronn38 Wrote: Listed as company and percentage of my portfolio. AS I'm accumulating, I buy when the price is right, rather than for proper portfolio diversification-- its fairly lop-sided just now.
I try and go "all in" to a stock when I get the chance, or into a sector if I can. For example, I'm as deep in Oil and Nat. Gas as I intend to be. I'll add IBM and maybe MXIM to tech and be done, etc.
I like to buy competitors; i.e. Coke and Pepsi and maybe add Dr. Pepper to round out (or MDC and Yum). I feel that allows the major players to seesaw market share back and forth, and I win either way.
Nice group of stocks there ronn. How long have you been accumulating?
I agree with all of the main points you made. Especially not worrying about balance so much in the accumulation phase -- buy when the things you want to hold for a long time are on sale.
Your REIT exposure is a little higher than I'd be comfortable with personally, but then again, your income is no doubt a good bit higher as a result.