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Technology Stocks : Dell Technologies Inc.
DELL 120.53+0.7%Jan 16 9:30 AM EST
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To: Sonki who wrote (105618)2/27/1999 7:30:00 PM
From: HoyaBob  Read Replies (1) of 176387
 
HOW MUCH DELL STOCK IS TOO MUCH?: For the past year DELL stock has comprised from between 3.5 and 24% of my total portfolio. With DELL's recent sell-off, it's down to about 19%. How much exposure do you think is too much? I generally keep about 20-25 positions in all stocks, so you can see that I am banking on DELL, which has been extremely good to me these past several years. Yet ... what do you think is a prudent percentage to strive for? Mind, I also write covered calls to increase my yield, so there's additional action on the DELL derivatives as well.
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