Portfolio allocation, page-3

Thats a personal thing mate....
I think it depends a lot on the rest of your situation too.
Do you have a house, a mortgage, kids?
I tend to go in very hard on the spec end (medium and large caps bore me)
Currently holding loads of AS2, AS2O and HZR
Both were at 55c.... but HZR went up... AS2 went down.
So I'm wishing I had more HZR.

I can see a situation where both rally hard toward the end of the calendar year...
For me it's just a question of which will rally hardest

Anyway... I guess my strategy is to go hard on a small number of highly speculative Cos.... and follow them closely.
Don't be too proud to take a loss if it feels like you have to.
And don't dream its all blue sky when the sun is shining.

Thats just me.

GLTAH