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Strategies & Market Trends : Value Investing

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To: Jurgis Bekepuris who wrote (38052)	5/26/2010 9:36:46 PM
From: Dan Meleney	Read Replies (2) of 78717

Concentrated portfolio...I'm moving that way...about 1/2 my investment $s to be in about 10 LTB&H (I'm only down to 18 so far from my old diversified approach). This will let me keep up DD on the few I hold. Of the other half, a deeper value portfolio, I'm targeting 2%/company for basket situations, 5%/company for individual "sure things", and 10%-20% for those "once in a blue moon can't believe I'm getting $1 for just $0.40" situations. I'm still mostly cash for that latter piece with only the 2% pieces showing up lately. And I'm still worried about maintaining DD on the 2% chunks.

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