Re: Pooling of human capital for the \'Two Plus Two Portfolio\'
List so far:
(NasdaqGS:HERO): Hercules Offshore. (out of interest are you worried it has slowly gone from $44 to $26 in last 10 months? currently at $26.10)
(NYSE:CX): Cemex.
(NYSE:T): AT&T
(NYSE:GE): General Electric
ill also add:
(CDNX:RSC.V): Strateco Resources (on behalf of missmisery)
After we have a list of say 30 companies, we could go over what each company does fully and then decide which sector(s) we are too heavy in and decide which companies to drop.
Ideally I imagine we need as much diversification of sectors.
As I mentioned above, I hope people with far greater knowledge than mine will help, but if we can say get 20 different companies, then put 3% of the portfolio to each stock, that leaves 40% left for safer options such as international funds, property, index funds for some safety.
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