how much avb is too much (seriously)?

A question that is puzzling me at present is whether I have bought too much AVB. Let me explain. I am an enthusiastic and optimistic holder. But I am now at about 25% of my portfolio in this one stock. And that is in the context of a portfolio that is already well overweight in miners and O&G.

It may be that the rules shouldn't apply to this one because it is such a fabulous opportunity (mortgage the family house; cash in the super; pawn the wedding ring, etc). But a wise person once said that the most dangerous words in investment are "this time its different...".

So, what rules are fellow Avancoers working to? What does your 'balanced' portfolio look like?

Cheetah
p.s. and I am still in the queue