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

To: Jurgis Bekepuris who wrote (38054)	5/26/2010 10:10:50 PM
From: Dan Meleney	Read Replies (2) \| Respond to of 78729

Concentrated...as I move away from diversified (80+ companies), that I'm now targeting 10 5% positions is at least relatively concentrated. And should I find enough incredible value deals, 3 or 4 there at 20% of the 50% value would be another 3 or 4 at 10% of total portfolio. And if enough incredible opportunities show up, the LTB&H will have to fund the value portfolio for even more concentration. Anyway, regardless of semantics, you know where I stand and that's what I was trying to share. And rest assured, when I find that company that deserves 25%-50% of my money, I'll let you know...right after I fill my position. So, who out there has 20% or more invested in a single company and wants to share that info? My single largest are AAPL and TJX, not intentionally, they just kept growing.