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Hi Everyone,

Currently I have a 35 stock portfolio, I think it is too diversified for an individual investor like me to keep track and I feel owning more stocks than necessary may take away the impact of large stock gains and limit upside.

Back Story:
I started investing this March, after deploying my initial capital in the months of Mar2020 to June 2020. I am regularly adding to my portfolio with picks form Stock advisor and Rule breakers. As of now I am up 80% on total investment.

This is what my current portfolio looks like:
1.Large-Caps: 15 Companies – 31% of Portfolio (Max allocation for a single company 3.63%)
2.Mid-Caps: 10 Companies – 39% of Portfolio (Max allocation for a single company 12.76%)
3.Small-Caps: 3 Companies – 12% of Portfolio (Max allocation for a single company 9%)
4.International: 7 Companies – 18 % of Portfolio (Max allocation for a single company 6.95%)

Most of the picks are recommended in at least one of the Motley Fool services. At the time of investing into each stock I opened up a position that’s at least 2% of my portfolio size. I don’t want to sell any of my positions and want to let them run.

How do I invest going forward?
1.Should I regularly invest 2% in new stocks and not think about too much diversification.
2.Or should I add to my existing positions that are small rather than investing in new stocks.

Could anyone please suggest how I can continue building my portfolio.
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