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


To: Ditchdigger who wrote (27006)4/8/2017 10:23:24 AM
From: Investor2  Read Replies (1) | Respond to of 34328
 
GE is currently my most outsized position @ 5.6%, followed by LTC @ 5.3%, EPD @ 4.6% and then position size drops significantly from there, excluding mutual funds.
Does that mean that the value of your GE stock is 5.6% of your total portfolio value, or just 5.6% of the total value of your individual stock holdings?

Thanks,

I2



To: Ditchdigger who wrote (27006)4/8/2017 11:07:44 AM
From: rnsmth  Read Replies (2) | Respond to of 34328
 
Portfolio weights

<<17.5% weighting in TIS? Way out of my comfort zone, GE is currently my most outsized position @ 5.6%, followed by LTC @ 5.3%, EPD @ 4.6% and then position size drops significantly from there,>>

DLR is my largest position, just broke over 10% of the portfolio this week The position is up 111% since purchase, with dividends reinvested during that time.

Reckon I should trim it, but have not brought myself to do that yet. I am not terribly concerned about it, but......it is the heavyweight.