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Strategies & Market Trends : A.I.M Users Group Bulletin Board

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To: Bernie Goldberg who wrote (7275)4/17/1999 8:51:00 AM
From: JZGalt   of 18932
 
Bernie,

I guess I don't understand why you felt compelled to sell more than AIM suggested DD shares yesterday. DD is exactly the sort of company that AIM should work best on for slow trading. So if the allocation to DD was "too many eggs in one basket", perhaps you should spread out into a few more baskets. That's asset allocation 101 and you know that you should have a minimum of 10 stocks spread over several industry groups to give you a nice diverse mix.

Anyway, if you felt uncomfortable with the large DD holding and sold it down to the level where you felt comfortable, can that really be bad?

----
Dave
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