Can you tell me what your thoughts are on portfolio concentration? Is it better to have 10 stocks vrs 25-30? If so how do you choose which to concentrate on?
I usually have to love the business and it’s long term story. Then I look at how it has performed vs the SP 500 and compare it to others I like and look at the best winners and then look to see who is at a technically good are/some kind of pullback.
I see that Saul only has about 10 stocks. I have most or all of his positions and a total of about 15. But I like another 10 or so.
Thoughts on keep adding stocks vs concentrating on my top stocks. If so how do you choose to do it.