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Advice on Diversification and Portfolio Concentration
Reader concerns about holding 17 stocks. Roger Spear recommends limiting to 10 to 15 issues, selecting strong growth candidates, and consolidating toward fewer, closely followed holdings. He praises a well balanced inherited portfolio and seeks to guide investors toward orderly reallocation based on current money conditions.
MENTIONED IN THIS ARTICLE
General Dynamics
Mobil Oil
Pfizer
R.H. A
Roger Spear
Roger E
Spear
Middletown
Astral Station
New York
N. Y