Hey guys,
I'm planning to reduce the percentage of individual stocks holdings in my portfolio once the time is right as my exposure to them is bigger than I'd like (beginner's mistakes plus Bogle influence). Currently it's about 32% and I'd like to get it to 20% tops. I pinpointed the ones that'll go and the situation is that eventually one stock from the pair GOOG and MSFT will have to go as well.
The final decision will be made by me of course, just would like to know opinions of others about this, if you had to pick, which one of these companies would you keep? And why? Pros and cons in your opnion? Let me know your thoughts, will be thankful!
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