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I suppose it depends very much on why you bought the companies you have,
and in particular on how certain you are they are both safe and have good outlooks.
By far the best rule I've heard is that position sizing should be
in proportional to your certainty (controlled risk and good returns).
IMO, that portfolio would be fine for a serious concentrated portfolio
manager who does a lot of serious research on each company.

As a quick rule of thumb, I wouldn't put more into an investment
measured as a percentage of portfolio than you spent in serious
analysis, measured in days (part time is OK, if it involved math too).
The analysis might be wrong, but at least I'll have tried my best!

Sometimes I buy a "fleet" of stocks with similar properties, but
then the rule applies to the time spent on analysing the rule which
caused the purchase of the collection, and the size of the collection.

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