1Yr·

After a long time, I'm writing a post again with a cup of coffee in my hand. With all the turbulent events of late, when I looked at my portfolio (especially my $AMZN (-0.64%) position) a basic question came up again. What is the maximum percentage of your portfolio that a position can make up that you still feel comfortable with?

Best wishes and have a nice weekend Klaus.

9 Comments

Ronald@AlterMann

1Yr

I have a savings plan for almost every position. This means that it always balances out a bit.
Of course, sometimes some positions rise far above average (this week, for example, $PLTR or $CXW ) but then it's a different value again...

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DonaldTruck@DonaldTruck

1Yr

I wouldn't give a blanket answer, but would differentiate between asset classes (equities, real estate, commodities, crypto).
Since you're talking about Amazon, I'm assuming equities.
I follow a satellite strategy and aim for 60% core all world with a relaxed tolerance of 50-75%.
Individual stocks (depending on the company) should account for at least 1, maximum 5%. Anything that falls outside this range will be reviewed. Subsequent purchase or sale below 1%, consideration of partial sale from 5%.
In addition, I expect 2-3% dividends from my satellites so that I don't have to actively reallocate as much, but prefer to rebalance by buying new shares.

Edit: Individual purchases from €1000 to a maximum of €2500 per tranche

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Felix@Investor_in_Jogginghose

1Yr

I am in the position with a happy problem. I have never rebalanced because I never wanted to penalize the good stocks. However, I am trying to restore the balance with additional purchases, so far without success.

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Deleted User

1Yr

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👀@MalSchauenWasWird

1Yr

@Iwanowitsch I think it's a process and you find out over time what works best for you 👀

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Deleted User

1Yr

Comment was deleted