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.
Technology Stocks : Concurrent Computer (CCUR) -- Ignore unavailable to you. Want to Upgrade?

To: Christiaan McDonald who wrote (11876)12/11/1999 4:38:00 PM
From: Gregory Rasp  Respond to of 21142
 
Good point Ken. One needs to rebalance a portfolio when it gets out of whack because of a big stock run-up. It is one thing to risk 1-5% of your savings on a relatively unproven company in an unproven industry. It is entirely different to risk 40-50%. Had there been a fundamental change in the outlook of a stock during that period it would be more reasonable to hang in there with the whole position.

In my opinion (should be worth about 2 cents) no company is worth having more than 10% of your money in.

GR

GR



To: Christiaan McDonald who wrote (11876)12/11/1999 6:24:00 PM
From: Starowl  Read Replies (1) | Respond to of 21142
 
I agree with your assessment about 40 percent of a portfolio in one stock. It is too much for the longer term--as a rule--but for me it is an acceptable risk in some cases where the planets seem to be in harmony. I am in that situation now--suddenly, it seems--and am comfortable with it. But it approaches betting rather than investing. The events of next week will help determine the wisdom of my decisions.

Starowl


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News