The Importance of Weighting the Portfolio

I'm constantly looking for these types of ideas and if there is a better alternative, that's when I end up replacing one or two. That's the best way to sort of continue to improve the overall quality of the portfolio itself. Yeah, generally speaking, I let my core holdings get to 10% of the portfolio at cost. And then I stay put,. but generally, I don't want to end up in a position where one name say I call it's 40%. But I haven't had that problem yet.