X,
You're right; I have no experience with a one-stock portfolio. Rather too risky for me -- but exceptional risks can beget exceptional returns; congratulations on yours.
There are stocks I like in small-caps, Asia, Africa, Eastern Europe, biotech, among others. However, I do not recommend a five-stock portfolio; diversification is your friend.
I maintain that fear of capital gains taxes is no reason to hold a stock you don't like. I posted a simple method by which to postpone recognizing gains on a substantially appreciated position, as you hold. Was it unclear? #reply-7842778
Further, given sufficient underperformance, it becomes worthwhile to sell without any tax strategy and reinvest elsewhere. Where that point is depends on your estimation of the future, but that point must necessarily exist at a high enough price.
If you need help, please hire a professional. Many are quite capable and a few very good. I'm sure you can turn up a decent tax advisor.
mb
PS - If you don't like INTC, why is it all you own? |
