How many positions do you currently have in your portfolio? And what do you think is the ideal number?
For me, the ideal number of positions is up to 20 and I have 17 positions in my portfolio now. I plan to sell some positions partially or completely, so I will have room for more.
I've got 25 positions in my portfolio, but I'm going to want to reduce that. The ideal would be 20 positions.
For me, it's ideal to get to 15 so I can follow it all in comfort.
I'm much the same way. I'm currently at 18 and I don't want to go over 20. That's why I'm being very picky with my purchases right now.
10 companies + ETFs (of which BRK.B + all world ETFs currently account for about 40% of ptf)