Having kinda been where you are over the last few years and still developing my knowledge on this subject I can only share my experience in this journey so far.
I’ve come to the conclusion that I can only hold as many stocks as I can track often, or the ones who’s fundamentals and story is good enough for the next 6 months to 2 years or so, but still keeping updating with their reports and other news related to them.
If I was in your place I will go through all the current AR/QR/Concalls of the companies im holding and only then take a decision on which companies i’m willing to continue holding a stake in and which ones I wont. Maybe even in your loss makers you might just find a turnaround story.
In the meantime read some books by the masters, deepen your knowledge on how to find good value picks and evaluate companies.
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