Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 35.09

+2.2%

3:47 PM EST

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To: Harry Landsiedel who wrote (87259)	8/27/1999 6:51:00 AM
From: Jacques Newey	Read Replies (4) of 186894

Harry and Amy: Re:" KO represents over 40% of Berkshire-Hathaway's porfolio.)" Great post Harry and very wise advice! As a follow up, have either of you read Robert Hagstrom's new book "The Warren Buffet Portfolio"? It sure helped my wife and I rationalize our stock portfolio which is also VERY heavily weighted with Intel. Amy, I would highly recommend the book if you are trying to decide whether to "lighten up" following the recent INTC price run. Hagstrom's book proposes a "focused" approach to investing as opposed to over-diversification. The term "focused" more or less meaning investing in a few superior companies versus a bunch of mediocre ones. There is some great statistical data presented in the book which is used to demonstrate that "focused" portfolios have had much better long term performance versus more "diversified" ones. It works for Warren! Hagstrom also proposes (with the help of Buffet and pal Charlie Munger) that a properly constructed "focus" portfolio will actually have LOWER risk than a portfolio having a greater number of holdings. Who'd a thunk it!!! Enough rambling, the book helped us. It may help you and any Intel investor trying to INTELlectually justify an over weighting in INTC. Best Investing, "..we focus on a few outstanding companies, we're focus investors" - Warren Buffet

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