I have only been in the market for a wee bit.. 1.5 years. I...

I have only been in the market for a wee bit.. 1.5 years.

I started off with diversification and held around 10 stocks, sometimes over...

Now i hold around 5-7.. similar to you 5h, and in similar weightings... Easier to follow if work is demanding. I hold the view that i only invest in companies that i would buy outright if i had the coin. It makes me put further research into every single nook and cranny of the company... Its investors/board/directors/industry/impact of short to medium term economic projections onto the company (guestimates, but in my own way it is a sensitivity like analysis)/projected profitability/share register size and growth/CASH level/reaching previous company milestones (even if there is a slight delay historically im not greatly bothered, as long as they deliver on their promise)...

My outlier is a popular HC stock. Got in relatively earlier.. the weighting has grown considerably, and i have not reached my price target yet.