Skip to main content
No. of Recommendations: 1

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.

I think a lot depends on the size of your portfolio.

A $10,000 portfolio you're probably in only about 5 stocks. $2000 ea. 20% each

A $100,000 portfolio you wouldn't have just 5 stocks. You'd have maybe $5000-$10000 in each stock, or 10-20 stocks.

A $1,000,000 portfolio you'd be using more than one strategy, so you'd have maybe $200K-$400K in each strategy. $10K-$50K worth of each stock, so around 40-60 stocks total.

A $10,000,000 portfolio --- $2M in BRK, $4M in VT, $3M in BND, and $1M in cash walking-around money.
Print the post  


The Retirement Investing Board
This is the board for all discussions related to Investing for and during retirement. To keep the board relevant and Foolish to everyone, please avoid making any posts pertaining to political partisanship. Fool on and Retire on!
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.