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.
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