No investment exceeds 3.3 % of overall portfolio value or income, and the portfolio is well - diversified across geographies, industries, transaction types and end markets. (kiplinger.com)
Assuming the loans continue to perform well, I will likely incrementally increase the amount invested in these loans as my overall portfolio value increases, but I will keep the total amount invested in these loans to less than 10 percent of my overall portfolio. (dividendfireman.com)
Transfers from one account to another within your portfolio (a.k.a. «journals») should also be excluded, as the overall portfolio value does not change. (pwlcapital.com)