As I take a look at my portfolio, and as it grows to larger portions month after month, I have to keep proper allocation in mind and make sure I’m not over-allocating to any one company. For instance, I find Intel Corporation (INTC) very attractively priced right now at the $20/share level. However, I already have a fairly large allocation to this one particular company, and if unfavorable conditions were to force them to cut their dividend this could cause outsized disruptions to my dividend income.