For the longest time, every-time a single stock cross over the 100k allocation mark, I would intuitively try to adjust down their exposure percentage psychologically. This ding dong went on for a long time and could only see one or two able to be maintained over it each year
This pose a problem as this may mean many of my stocks allocation will be closer together in value as the portfolio get larger. Therefor a lack of differentiation between them that will drive sufficient return on those which I have more confidence in. Another is the need for more stocks to absorb it or else remains undeployed which is another problem.
This year, there are 4 over 100k with 3 of them near to 150k. Maybe this mark a new beginning in my mental model on allocation size as I feel quite comfortable with it. Hope to hit 5 to 6 depending on the market condition moving forward.
Is this a New Milestone in my Investment journey ?
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