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View Poll Results: Percent of your Largest Holding
Less than 10% 32 25.81%
11-20% 30 24.19%
21-30% 22 17.74%
31-40% 19 15.32%
41-50% 8 6.45%
51-60% 3 2.42%
Greater than 61% 10 8.06%
Voters: 124. You may not vote on this poll

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Old 07-05-2017, 09:13 PM   #61
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Join Date: Feb 2014
Location: Williston, FL
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Almost everything I have is an ETF. Most are S&P based.

SymbolDescription% of Total
IVWISHARES S&P 500 GROWTH ETF25.21%
IVVISHARES CORE S&P 500 ETF17.16%
VIIIXUS Large Cap Equity Index (VIIIX)15.53%
VEMPXUS Small-Mid Equity Index (VEMPX)15.49%
VDIPXInternational Equity Index (VDIPX)7.71%
DVYISHARES SELECT DIVIDEND ETF5.70%
QQQPOWERSHARES QQQ4.97%
IWMISHARES RUSSELL 2000 ETF2.02%
FTEXX**FIDELITY MONEY MARKET1.86%
USBESOP Stock (USB)1.70%
GLDSPDR GOLD TR GOLD SHS0.83%
FHLCFIDELITY MSCI HEALTHCARE INDEX0.77%
IVVISHARES CORE S&P 500 ETF0.56%
PFGPRINCIPAL FINANCIAL GROUP0.47%
FDRXX**FIDELITY CASH RESERVES0.01%
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Old 07-05-2017, 09:25 PM   #62
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Join Date: May 2008
Posts: 562
I have too much in one stock that I inherited, DTE. It is about 24% of my investments. Even though it has had gains and has a reasonable dividend it worries me. Anything with Detroit in the name and aging nuclear power plants should worry anyone.
If I sell more of it this year it is at the highest cap gain rate and bumps me up into higher bracket. Still may do that.
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Old 07-05-2017, 10:58 PM   #63
Recycles dryer sheets
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27% vtsax
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Old 07-06-2017, 07:38 AM   #64
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Give me a forum ...
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Posts: 6,536
Wellington/Wellesley combo ~ 17.5%
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Old 07-06-2017, 07:41 AM   #65
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Posts: 2,362
21% in FKIFX, from a 401k rollover.
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Old 07-07-2017, 09:32 AM   #66
Recycles dryer sheets
 
Join Date: Sep 2007
Location: Chicago
Posts: 221
~42% in employer (unable to sell without leaving Employee Owned firm, been there 15 years, yes it inclines me to bail on the early side due to risk), ~38% BRK, which I consider closer to a mutual fund than single stock, but acknowledge that there is some significant concentrated risk there for me.
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Old 07-07-2017, 07:34 PM   #67
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Join Date: Oct 2012
Location: Los Angeles
Posts: 11
18% in VFIAX Vanguard 500 Index Fund. Would like to reduce to about 10%, but the fund is in a taxable account with substantial capital gains, so I have been biffing up other holdings to compensate. I just found out that Vanguard lets me automatically reinvest dividends from one fund into another, so started doing that.
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Old 07-07-2017, 08:03 PM   #68
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Posts: 525
17.45% VGHAX Vanguard Health Care Fund Admiral Shares
16.82% FSIVX FidelityŽ International Index Fund Premium Class
13.83% FUSVX FidelityŽ 500 Index Fund Premium Class & VFIAX Vanguard 500 Index Fund Admiral Class
12.81% FSEVX FidelityŽ Extended Market Index Fund Premium Class
09.25% FSTVX FidelityŽ Total Market Index Fund Premium Class
07.52% FIBAX FidelityŽ Intermediate Treasury Bond Index Fund Premium Class


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Old 07-07-2017, 09:57 PM   #69
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Location: Shelton, Washington
Posts: 62
8.17% in a Franklin Templeton Fund-Mutual Shares when I started investing in it 32 years ago.

I agree with Texas Proud #12
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Old 07-08-2017, 06:06 AM   #70
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Our top holding is Vanguard Short Term Investment Grade bond fund (VFSUX) at 20%. This is inspired by Wm. Bernstein's question, "When you've won the game, why keep playing?".

Almost as much in Wellesley (VWIAX) at 19%.
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Old 07-08-2017, 06:22 AM   #71
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Need to consolidate... Largest holding is 8% S&P Mutual Fund through 401K
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Old 07-08-2017, 09:19 AM   #72
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Quote:
Originally Posted by racy View Post
Our top holding is Vanguard Short Term Investment Grade bond fund (VFSUX) at 20%. This is inspired by Wm. Bernstein's question, "When you've won the game, why keep playing?".

Almost as much in Wellesley (VWIAX) at 19%.
I don't think I've reached that point yet but it is a subject that comes up from time to time between me and DW. Our FIRE plan at this point still includes a factor of growth in our investments. I can imagine at some point growth will be much less attractive to us.
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Old 07-08-2017, 05:41 PM   #73
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4% IBM - came with the new Wife. It was not an investment decision. The IBM that is.



heh heh heh - Like Warren B my favorite holding period is forever - not referring to the IBM.

Target Retirement 2015 is/was my 'big dog on the porch'.
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Old 07-09-2017, 10:34 PM   #74
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11% of the total portfolio is in FSUVX (Fidelity's S&P index fund)--or about 16% of the stock holdings.
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Old 07-09-2017, 11:38 PM   #75
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75% in Wellington (VWENX)
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