CML

[Progress]

I have been trading this share from the R5 Days, its a quality stock and ok value ,with a dividend of over 5% or more. I kept some for my long term portfolio. Its 31% of my portfolio. Please give me your view. yes , I broke the 7% rule

[partridge]

You have said it ( twice). If your objective is long term ( which on this forum sometimes means a week and in other cases we were told of an old gentleman who never sold anything in 40(?) years because of trading costs ...either way see where you "fit in") then perhaps you better ask yourself the question: what should a long term portfolio look like? One way to take a free ride on this question is to look at the objectives of your favorite share's own retail long term portfolios...have fun - I think you will find that their overweight is somewhat more "muted" than yours?