Yeah, I know, but it seems like every time I've tried to diversify, my "diverse" stocks crater and the SUNW I sold to buy them skyrockets. I still try to diversify from time to time, and that's how I've managed to get the SUNW percentage as low as it is. For instance, I've recently been buying FCX, TCC, ADI, LSI, APLX, SPAB, RICK and (!) DELL (diverse enough?!). That's probably why DELL and some of the others have been cratering <G>.
My SUNW investments have been my best ever by far, so I've pretty much resigned myself to a concentrated portfolio. My basis is so low now that I pay capital gains on a large fraction of every SUNW sale (except in the IRA's), which is an additional incentive to stay long.
JMHO, and certainly not investment advice. |
