I have stated numerous times that I wanted to consolidate/reduce my positions in my blog. But it has been in vain.

However, a chat with Simple Investor SG recently made me understand the real power of a concentrated portfolio (Read his last year review here). If you knew about his current returns in 2018, you will get a reality hit like me.

Thus, I decided to focus and cut down from 26 counters at last count to a current 20 counters. I foresee myself reducing further after World Cup and Full Year Results releases in May/June.

Nevertheless, I have also decided that I will focus about up to 50% (could rise to 60% or more) of the portfolio on a group of 6 to 8 counters (not yet decided fully on the exact numbers), which I will rename them as "Big Idea". These counters are meant to ......