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Thanks for sharing your portfolio details. All are excellent selections.
My own portfolio is too large too list (~250 global stocks and counting..). That is why I only listed what I am buying currently.

My basic approach (I try to follow somewhat of a Shelby Davis approach) is to have <15% of my portfolio in speculative stuff, currently it is at <5% after the sale of commodities. 20% in high yield stocks. More than 80% of my portfolio is based on TMF pics from 4 newsletters (GG, SA, HG and II). I never fall in love with a stock but try to raise the potential winners disproportionaly high in the portfolio. The goal is to have a dozen stock occupy >50% of the portfolio in next 10-20 years. The rest will serve as the background. Let us see how it all turns out. It is an experiment that has so far served me well.
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