After my recent additions of GLP and FCL, I now hold exactly 10 stocks. Previously I was betting big on ARA which I allocated around 25% of my portfolio... it performed way above what I expected! As such I was happy to take the huge chunk of profits off the table and reduced this position by half. Going into a more conservative mode now, I would ideally want around 10% weightage on each stock, however this plan is not practical... as such I'm trying to limit the range to a minimum of 5% and a maximum of 15%. Looking forward I do not ......