12-16-2013, 08:34 AM
I don't think that diversification is overly important in a small but growing portfolio, though my dividend portfolio was started with roughly equal $4000 chunks of each equity selected. As my weightings drift from the original amounts, I'll just rebalance with the addition of fresh cash.
I do find it interesting that you have allocated 40% to two very slow growth companies who are slugging in out in a relatively mature market. Plus T has extreme debt issues, especially with regard to underfunded pensions. I recently added T outside of my DG portfolio, but only as a short term position to be held six months to a year.
I do find it interesting that you have allocated 40% to two very slow growth companies who are slugging in out in a relatively mature market. Plus T has extreme debt issues, especially with regard to underfunded pensions. I recently added T outside of my DG portfolio, but only as a short term position to be held six months to a year.
Alex