http://createwealth8888.blogspot.com/2009/10/portfolio-management-portfolio-risk.html
http://createwealth8888.blogspot.com/2009/09/stock-market-is-war-part-3.html
Depending on your market forecast, you may want to adjust the portfolio concentration levels.
There are times to hold fewer positions and times to expand the portfolio.
But, if you are wrong on your Market Forecast, you will be exposed to Re-investment Risk.
There will be RISKS - either Investment or Re-investment Risks. Which risk are you comfortable with?
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