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


To: Sergio H who wrote (1918)7/16/2012 7:41:04 PM
From: Brian Sullivan  Read Replies (2) | Respond to of 4719
 
I think that we should try to avoid having a single dominate sector and instead try to diversity across the various sectors. I would propose limiting the number of stocks in any sector to two. Thus we could have at most two companies in the tech sector.

Since we kicked out my energy name COP (as a Buffet company) we should pick up new one in the energy sector.