well, I learned it the hard way by underdiversifying last year and my top pick (AHD) lost 500% when I had to sell it. This year I almost made the same mistake with CNOA being about 15% of my portfolio but I had a bunch of winners like RINO, GFRE, CAGC, CPBY...that saved my 2009. We all know the risk/reward that OTC micros bring with them. Best Luck with your amigos. :))
Steven, your employee count was an EXCELLENT post and made the rounds through my little circle quite quickly. It was a helpful reassurance at a time when I was feeling like I might want to lighten up a bit on CKGT (my largest position), so thanks for that. Much appreciated my good man.
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