09-26-2013, 10:44 AM
Is there such a thing as holding too many tickers in one's portfolio? I used to have as many as 50 or more. For the past couple of years, that number has dropped down to between 15-25 different issues. In the past I have generally opted for the small basket approach for various sectors, especially ones that are more difficult to understand. With a small baskets of three for example: REITS, MLPS, big cap dividend champions, utilities, telecom, tech, shipping, international, one easily can end up with 35-50 stocks if enough categories get represented in the basket approach.
I tend to be fairly light on my DD, so the number of stocks is no problem. But more and more, I'm wondering if there is any valid reason to hold more than 15-20 tickers.
I tend to be fairly light on my DD, so the number of stocks is no problem. But more and more, I'm wondering if there is any valid reason to hold more than 15-20 tickers.
Alex