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Strategies & Market Trends : Fundamental Value Investing
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To: Sergio H who wrote (1918)7/16/2012 7:41:04 PM
From: Brian Sullivan  Read Replies (2) of 4719
 
I think that we should try to avoid having a single dominate sector and instead try to diversity across the various sectors. I would propose limiting the number of stocks in any sector to two. Thus we could have at most two companies in the tech sector.

Since we kicked out my energy name COP (as a Buffet company) we should pick up new one in the energy sector.



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