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To: Chuzzlewit who wrote (152990)2/3/2000 10:32:00 PM
From: Sr K  Respond to of 176387
 
I like to keep my holdings in any one company below 8%

How about a more optimistic approach:

I like to keep my basis in any one company below 8%, but if it appreciates let it run. At least one fund manager who posts on SI let a holding run to 50% before cutting back.