Thursday, October 20, 2011 4:19:35 PM
Of the stocks - Berkshire, Microsoft, several mutual funds, and Loop used to make up about 95% of that 3/8.
The last time I sold BRAV at .005 as I felt that it hit its peak and that stock was simply becoming too big of a component - big believer in disciplined investing. I sold because I wanted to keep that mix and not let a penny play too big a role in my portfolio.
Now - I am at the exact same place again. BRAV is the 2nd largest holding in my stocks (Berk is #1 - Everyone that lives in Omaha must have Berk as its largest holding - its practically a law). The rest of my stocks have mostly done squat...
I feel like I must sell to stick with my overall plan but I don't have the same feeling of impending doom like I did last time BRAV hit .005.
Just wanted to throw my situation out there - I really feel like I should sell but something is keeping me from it this time. I don't really know what it is... Every tool I use tells me I should but maybe its the pig in me - I don't think its done.
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