SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Rock Fish who wrote (3661)2/26/1998 2:19:00 AM
From: sea_biscuit  Read Replies (1) of 42834
 
The 4% rule, as far as I know, is based on cost, not on market value. So, if one of your investments does so well in comparison to the rest of the portfolio that it becomes, for instance, 15% of your portfolio, then it is OK.

Also, I have heard Brinker say at least on one occasion that if the stock is from the company you work for, perhaps a higher percentage than 4% might be OK too. Not too high, but something like, say, 15% or so. Brinker cited the advantage of "better visibility" of the company's prospects as one of the reasons why the investor might wish to go beyond the recommended 4% in that case.

Dipy.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext