@StefanF
These are my "new energy stocks" and collectively make up less than 20% weight in my share portfolio. Most of my portfolio is in boring defensive stocks and ETF's at present. My share portfolio is a only a small proportion of overall net worth, largest proportion is IP.
So yes I think I am reasonably well diversified but I do not want to be so diversified that I might as well stick everything in STW.AX. The few aggressive plays I have open at the moment are lithium, nickle and coal.
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