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Thursday, 10/20/2011 4:19:35 PM

Thursday, October 20, 2011 4:19:35 PM

Post# of 136159
As most do - I have stocks that I keep as my core holdings along with some real estate. My real estate consists of three rental properties and represents about 1/2 my net worth. About 1/8 of my networth is in cash and 3/8 in stocks.

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.