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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host
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To: Lars who wrote (320)4/15/1997 11:50:00 PM
From: Investor2   of 42834
 
RE: ".and he advocates NEVER LETTING THEM BE MORE THAN 4 TO 6% OF YOUR TOTAL PORTFOLIO.......this is one area where i disagree with him b/c of my value perspective......."

1. Bob's philosophy is to never let a single stock issue be more than 4% of total equities ON A COST BASIS. He does allow for more than 4% if the stock has gone way up and the cost basis is very low. In that case, better to hold than to pay the cap. gain taxes to Uncle Sam.

2. I'm not sure what you mean with "...this is one area where i disagree with him b/c of my value perspective......"
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