Franc de Ferriere Marc

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a winner. The key is to not let greed get in the way of smart portfolio management. If an investment is more than 10 percent to 15 percent of your portfolio, it’s time to think long and hard about trimming it down no matter how solid the company’s prospects may be. (These percentages are a rough guide—you might be comfortable with more money in a single stock, or you might want to be more diversified.) It simply doesn’t make sense to have too many of your eggs in one basket.
The Five Rules for Successful Stock Investing: Morningstar's Guide to Building Wealth and Winning in the Market
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