WRT the number of stocks in my portfolio – its primarily because I have now become a full time investor an hence can track a lot more companies
Over – Diversification has its pitfalls. However, it does have a hidden ( not so appreciated ) advantage. It forces u to expand ur circle of competence
It also gives u a lot of trading opportunities because of ur expanded knowledge base. In any Mkt cycle, u are relatively better positioned to find companies undergoing a downturn and that’s when u can bet on them and make higher returns
Plus – investments and politics are the only hobbies I have. Time is not an issue. So… I keep buying whatever I like . However, I also keep choping / changing frequently ( except for a few core holdings )
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