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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Dale Baker who wrote (21462)	6/15/2005 11:09:52 AM
From: Paul Senior	Read Replies (2) \| Respond to of 78859

My largest position in my largest portfolio is 5.1% of the portfolio's value. That stock is also in my second largest portfolio's top 10 at 2.5% of that portfolio's value. In that second portfolio the largest stock commitment there is a stock which coincidently is 5.1% of that portfolio's value. I have several portfolios - IRA, Roth, regular brokerage. I hold very little funds, no ETFs. I will admit to having over 200 stock positions though.