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What is your largest single allocation to a single investment

2,715 Views | 29 Replies | Last: 7 yr ago by The Fife
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Zemira
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AG
So most of my investing is in mutual funds I don't touch.

I have 2% in company stock (slowly selling).
And about 1% invested in lending club.
62strat
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AG
Mutual fund for me as well. $95k is my largest single fund. Largest single stock I have is maybe apple, $5k or so.
jh0400
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AG
My largest is my employer's stock.
ToddyHill
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AG
AAPL

Bought it when they announced the first iPhone 9 years ago.
DouglasPearce
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Zemira said:

So most of my investing is in mutual funds I don't touch.

I have 2% in company stock (slowly selling).
And about 1% invested in lending club.
Zemira,

Curious what you are doing with the proceeds when slowly selling your company stock? I've been thinking about starting to sell a little bit of mine as well. As for most companies, I'm assuming you're getting the stock at a 15% discount right off the top.
Are you reinvesting in other stock, real estate, etc...? Or just taking your gains for now and holding cash?
Comanche_Ag
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AG
AMZN
Zemira
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I had about 7% and have sold about 5%.

Half is liquid the other half I put into my favorite S&P 500 Index fund.

I'm a fairy risk adverse person so most of my investments are in mutual funds.
CoachFisher
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Personally I have 5-10 strategies that I change periodically or as they liquidate. I don't have a single holding less than 5%. My retirement portfolio has only one holding. I'm pretty young, but plan to keep it this way until 7-10 years from retirement age.

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oldarmy1
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AMZN
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oldarmy1
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jake2011 said:

Also say what % of your total investments it is.
Well now you're just getting nosy.

It is 15% of total portfolio currently. I do re-weight most top performers so to see it ever above 18% would be rare.
aglaw10
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KMI and DVN long options....

That may change today
El Chupacabra
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ConocoPhillips. About 10%. Used to be about 20%, but it has gone way down and everything else has gone up.
treetop flyer
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A small Multifamily deal. 30%
tamutaylor12
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XOM is about 20% but the % will go down as I consistently buy more other stuff in the future.
monarch
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S
500+ shares ea of the following:
BIP
GE
MSFT
OXY
T
WMT

Nothing over 300 shares in everything else I own
cgh1999
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AG
Employer - 15%
Hal - 4%
BAC/MRO/MO - 3%
Ragoo
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AG
fidelity contrafund probably
AgCPA95
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AG
DODWX ~ 20%
26.2
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VFIAX
DRE06
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monarch said:

500+ shares ea of the following:
BIP
GE
MSFT
OXY
T
WMT

Nothing over 300 shares in everything else I own

# of shares doesn't really matter
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libertyag
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jake2011 said:

DRE06 said:

monarch said:

500+ shares ea of the following:
BIP
GE
MSFT
OXY
T
WMT

Nothing over 300 shares in everything else I own

# of shares doesn't really matter


No kidding, people don't read instructions well.
If you are that nosy, take each of the ones he or she listed above, assume 500 shares (not 500 +) and multiply by yesterday's closing price. Won't give you the whole picture but it might help satisfy your curiosity!
YouBet
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After excluding broad based mutual funds, it would be my company stock which accounts for about 0.5% of my total portfolio.
Sooner Born
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My employer. Between the RSUs, ESPP, and the fact that they pay my paycheck, my employer holds the most chips.
pikedawg
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My Money Phone


Ag92NGranbury
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not my largest, but one that has grown rather quickly is vanguard health care fund

it has been my favorite... invested low 5's... into med 6 figs now

just trying to figure out when to sell it before health care collapses :-0


the reality is that this has been my hedge against significantly rising health care premiums
cheeky
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It was a short position on gold that I recently closed. Now it's cash by far. About to onboard a high beta/alpha strategy and definitely increasing managed futures so that will be second largest position to a single manager outside of cash.
The Fife
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Mostly real estate, but a lot is liquid at the moment due to selling a bit. There's a decent sized investment in a drone company. That's a bit higher risk, but it has the possibility of really paying off if they become big or get bought out by someone larger.
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