Limit Holdings
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Limit Holdings I have tried to find articles relating to not letting any industry or sector become more than __________% of portfolio. We seem to remember about 20%, and I think that it is also suggested that no one member own more than 20% also. Was unable to find anything in the BI archives on the subject, but maybe you can give some guidance. I am to bring something to our next meeting on the subject. Thank you. Lois P. CIGC |
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