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Strategies & Market Trends : Ride the Tiger with CD -- Ignore unavailable to you. Want to Upgrade?

To: Claude Cormier who wrote (201746)	7/29/2011 1:48:33 PM
From: Terry Maloney	Read Replies (1) \| Respond to of 312983

>>So for each stock you have a core position which is between 5-10% of PF and a trading position which is between 0-x%.<< For stocks that I have a core position at all, yes. I often have stocks that I consider specs. Those never go over 10%, usually closer to 5. And yes to your questions about how I define core and spec ... I seem to recall you advising people to never go over 15% in a stock (probably one reason I use that rule -g), but how do you define core and spec yourself?