I've been holding Google for quite some time. It was initially 4% of my portfolio but is now 10% which is starting to bother me. Is there a good rule of thumb as to what to do in this situation? My portfolio at the moment is 70% sp500 index and 30% stocks, with Google taking 1/3 of the 30% allocated to stocks. It seems wrong.
EDIT: misleading title. I'm not intending to sell 100% of my Google shares.
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