01-20-2021, 05:21 AM
Portfolio Mgmt question
<!-- SC_OFF --><div class="md"><p>In my portfolio, I allocate roughly 40/60 Bonds/Equities. I use ETFs for the dominant portions. But for the common stock ownership, is there a rule of thumb for a max percentage of concentration in a single stock? In general I have considered 1-2% a full position. I think this seems small for a conviction buy. 4%? 5? Thoughts? </p> <p>Thanks, WTI</p> </div><!-- SC_ON --> submitted by <a href="https://www.reddit.com/user/WestTexasCrude"> /u/WestTexasCrude </a> <br/> <span><a href="https://www.reddit.com/r/investing/comments/l0xmv6/portfolio_mgmt_question/">[link]</a></span> <span><a href="https://www.reddit.com/r/investing/comments/l0xmv6/portfolio_mgmt_question/">[comments]</a></span>Kind Regards R
<!-- SC_OFF --><div class="md"><p>In my portfolio, I allocate roughly 40/60 Bonds/Equities. I use ETFs for the dominant portions. But for the common stock ownership, is there a rule of thumb for a max percentage of concentration in a single stock? In general I have considered 1-2% a full position. I think this seems small for a conviction buy. 4%? 5? Thoughts? </p> <p>Thanks, WTI</p> </div><!-- SC_ON --> submitted by <a href="https://www.reddit.com/user/WestTexasCrude"> /u/WestTexasCrude </a> <br/> <span><a href="https://www.reddit.com/r/investing/comments/l0xmv6/portfolio_mgmt_question/">[link]</a></span> <span><a href="https://www.reddit.com/r/investing/comments/l0xmv6/portfolio_mgmt_question/">[comments]</a></span>Kind Regards R