I think more than the number of stocks, the portfolio sizing matters. For a lot of businesses, you do not need to track it monthly or weekly. Yes, you need to have a look at quarterly results and con-calls but I think it is doable.
For example, I want companies with more than 5-6% allocation in my core portfolio and then I keep on increasing my allocation over the time for the core portfolio companies. For the other companies, it can move up or down based on the results and my perception.
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