IMO – there are arguments for and against diversification which are well known
I personally feel that 15-20 stocks should constitute 80 pc of the portfolio. And that is what I try to do as well
For the rest 20 pc – I generally buy another 20 stocks ( say 1 pc each ) – as it helps me keep reading + learning about newer companies, sectors. Here – I am quick to add / sell, do a little bit of opportunistic trading as well
That’s what I do – broadly
I think, there is no one way to skin a cat. My way is certainly not perfect – obviously
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