In my 44 years advising investors, some key questions keep popping up. They go like this: “I hold a lot of Company X. What do you think of it? Should I keep it?”

My opinion isn’t relevant. But here’s what is: If you hold more than 5% of your total portfolio value in any one stock, it's too much. Trim it, regardless of anyone’s views, even your own or mine.

Read more at USA Today.