My Portfolio

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  1. Do you limit the number of positions in your portfolio or is it flexible, depending on opportunities available in the market at a given time?

    Btw - I'm enjoying the microblogging format.

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    Replies
    1. It’s flexible, but l like to keep it around 40 positions. That’s the number l feel comfortable with in terms of the level of diversification and my ability to manage my portfolio.

      Glad you are enjoying the new format. It also allows me to write more often.

      Thanks for stopping by and commenting.

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