Any feedback you provide may help me or others.Perceptive question. Thanks for the interest
What I'm trying to do is run my portfolio on basic portfolio management techniques I'm not trying to reinvent the wheel. For me sometimes these are hard to figure out but something you said made me look at my portfolio a bit different and it may help. Sometimes I compare my portfolio to a smaller one and try to figure out what I would do and if it makes sense to do the same thing with a larger portfolio. Then you got me thinking what are most portfolio calculations based on. A "normal" retirement portfolio may be a 60/40 equity fixed income split with a minimum sector allocation of 10% and a max of 30%. Somebody with a max sector allocation of 30% in a 60/40 portfolio has almost twice as much "risk" dollar wise as someone with 30% in a 35/65 portfolio.