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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: HoyaBob who wrote (105656)	2/28/1999 1:22:00 PM
From: Sonki	Read Replies (1) \| Respond to of 176387

here are the rules i hear from experts which i do NOT follow: 4% in any given stock unless u have intimate knowlege of the company then 10%. i do not trim dell as i have to worry about taxes. so i often sell covercalls (longer term) and expect that stock will get called away. hopefully i can put off taxes till then. i then do not count that portion of dell as my dell holding. even though i m holding the stock i have reduced the % . in an extreeme case when dell drops like in last oct. i will buy them back. i often buy back in ira and sell again when it reaches fair value. so my dell goes from 20-30% of my portfolio. (all other stocks are 7-15%). then more are 1-2%. i do not know why i bother collecting so many.