Rolf’s investment philosophy (Part 3) - Building a Portfolio! In this finale of the trilogy for Rolf’s investment philosophy/strategy, I will discuss strategy to build Rolf’s Equity Portfolio. To recall, Part 1 here discusses the need to build up the right character and Part 2 here identifies the importance of understanding the business and building up your human capital in the early stage of your life. In my opinion and of great relevance to me, the understanding Part 1 & 2, lays the foundation of successful investing. Number of stocks Ideally I prefer to have 20 stocks or more. Not just for numeral diversification, but for personal interest of knowing how different companies run their business across different industries. Too little stocks, I cannot learn much…too many, no time to monitor! I am not discounting the possibility of me owning lesser stocks one day. Yet, I reckon my stocks + ......