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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host -- Ignore unavailable to you. Want to Upgrade?

To: Gary D who wrote (4070)	3/13/1998 1:29:00 AM
From: sea_biscuit	Respond to of 42834

Then, two weekends ago was the first time I have heard Brinker advise someone with more than 4% of their equity portfolio in Microsoft, to sell any quantities held over that 4%. The very next trading day, Microsoft hit its all-time high of 86! Interesting. It is more correct if you said 86 is the "two-week high", for who knows how Microsoft will fare against the indexes over, say, the next 10 years? I do like the 4% rule, though. If one puts half his equity commitments into diversified mutual funds and the other 50% in about a dozen quality companies, one can easily keep his exposure to any single company to under 4%. I think it is pretty close to ideal because a dozen companies is what an individual would be able to closely follow anyway. Regards, Dipy.