I have 30% of my net worth in company stock. It has appreciated extremely well recently. I have the option to my reduce my holdings now. I have heard not to have more than 4 to 5% in company stock. Any suggestions on a target allocation?
atla said:I have 30% of my net worth in company stock. It has appreciated extremely well recently. I have the option to my reduce my holdings now. I have heard not to have more than 4 to 5% in company stock. Any suggestions on a target allocation?
runchman said:Also consider, if you weren't working for the company, would you choose to invest xx% of your net worth into it?
In other words, separate the investing decision from the fact that you work there.
runchman said:Also consider, if you weren't working for the company, would you choose to invest xx% of your net worth into it?
In other words, separate the investing decision from the fact that you work there.
my 2 cents worth,
John