15% at Friday's close (07/28/23) ... 17.05% of cost.How much of any one stock as % of your portfolio do you feel comfortable owning?
I have almost 19% in one stock across all investments. Getting a little nervous as it seems a bit overvalued. I have trailing stops on some of it.
I am retired and have a retirement portfolio for dividend income. Here is my current allocation, based on total invested cost. 70% in tax-deferred accounts and 30% in taxable accounts ... fwiw. GLTY !!
REITs | 13 | 30.20% |
Steel Producer | 1 | 17.05% |
Preferred Stocks | 5 | 10.73% |
Financial | 6 | 10.33% |
Oil & Gas | 3 | 10.32% |
Tobacco | 2 | 5.67% |
Mining | 1 | 4.66% |
Mutual Funds | 2 | 4.01% |
Telecom Services | 1 | 3.87% |
Retail | 1 | 2.06% |
Cash | 1.10% |
Last edited: