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Pastimes : Home on the range where the buffalo roam -- Ignore unavailable to you. Want to Upgrade?

To: Boplicity who wrote (3799)	8/16/2000 4:30:10 PM
From: T L Comiskey	Respond to of 13572

CFLO... Record earnings...Any Comments...? Thx Tim biz.yahoo.com

To: Boplicity who wrote (3799)	8/17/2000 6:51:19 AM
From: DlphcOracl	Read Replies (1) \| Respond to of 13572

Greg: Do you any "hard and fast" rules regarding the maximum percent you will let any one holding occupy in your portfolio? Or do you just "let your winners run"? I have two or three stocks (out of 24) in my portfolio that now make up 40% of its value because they have significantly outperformed the others over the past 12 months. Specifically, JDSU is 20% of my portfolio. Do you: (1) leave it alone and tell yourself that you wont sell a winner to feed a loser, or (2) feel uncomfortable with having any one stock make up a disproportionate % of your holdings, sell some of it, and buy new, promising stocks? Any thoughts from anyone on this thread would be welcomed.