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For the future, make up some "rules" that you will follow, that you are comfortable with, and then follow them. Make the rules now while you are not under "duress". More likely to be logical and easier to follow when the time comes.

FWIW, I have 16 stocks so each position is about 6.5%. Each quarter I look at rebalancing. If a stock gets to about 8% of the portfolio or 20% over what it should be, I'll sell to get it back down to normal.

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