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Strategies & Market Trends : Dividend investing for retirement -- Ignore unavailable to you. Want to Upgrade?

To: JimisJim who wrote (21989)	3/1/2015 4:20:32 PM
From: sm1th	Read Replies (1) \| Respond to of 34328

but more importantly, the positions I already have represent the best ideas I've had over the past 5-10 years That is basically where I am also, but companies and my understanding/evaluation of them constantly evolve. The recent market decline pushed up the yield of some stocks which did not meet my threshold a year ago. I trimmed a few oversized positions and added a few new ones. Many years ago I read an article (Forbes I think) where the author described having too many stocks de-worsification. I like the term. If you already own the 40 best companies, by whatever criteria, how likely is the next addition to be an improvement?