Prior to FIRE last December, APPLE was 80% of my taxable account and 25% of my total.
I diversified in Jan of this year.
...Let's try it this way: An investor has three separate accounts totaling $100. One of those accounts has $40 of SNFX, another account has $20 of SNFX and the third account has $0.00 SNFX. So, there is a total of $60 of SNFX which would make the investor's largest holding be at 60%...
Just my opinion, but this is kinda bogus when you include ETFs and mutual funds...
You can be totally diversified with just 2 funds (heck if you go Wellington or Wellesley some will say 1 fund)....
So, I can have 60% in one fund and it means nothing....
But, if I have 60% in one STOCK it means a lot...
I don't agree. The poll without comments as to what the holding is may be worthless. But someone that is 60% in VTI or 40% in AAPL can give you some idea in how different investors are here.Just my opinion, but this is kinda bogus when you include ETFs and mutual funds...
+1 BRK is our largest single holding at 3% with a utility company, CPK, running neck & neck on any given day. I am not suggesting/recommending anyone pick individual stocks but it's amazing how these two holdings have grown over the years. We've trimmed both several times and they continue to outpace many of the other stocks and ETF's we own.
I don't agree. The poll without comments as to what the holding is may be worthless. But someone that is 60% in VTI or 40% in AAPL can give you some idea in how different investors are here.
I saw one whose largest holding was SDY. For me that was interesting as it is my highest at 9% to 10%.
I would agree that the format (poll with separated comments) makes it more difficult to derive meaning.