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Stocks A to Z / Stocks G / Alphabet (GOOG)
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Author: bankersfate   😊 😞
Number: of 405 
Subject: Re: Nothing burger
Date: 05/12/26 11:11 PM
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Well done tecmo!

Curious, if you are willing to share, how big % were those two bets at the time, and how large are they now, and how many positions do you typically/currently hold?


GOOG is one of my largest positions but it mostly grew into that over a long period with a fairly modest original allocation. It's about 14% of my port now and I have been thinking about trimming. I am thinking I will keep it at or below 15% going forward.
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