RE: Re: 13% in SPM"I am playing loose with my winnings for sure!" - Agreed this is a sure fire way to lose money - we are all humans and have egos and the taste of success makes one think he is smarter than he probably is!
Regarding 5% max in one portfolio I personally don't agree. Depends on your risk/reward tolerance and how good your fundamentals DD is but it is hard to make really good returns in the market w/ that kind of diversification. For one thing if you are lucky enough to grab onto a winner and you liquidate to maintain that rule, you've just 'sold' your big home run.
Just passing thru....