09-16-2016, 10:59 AM
Thanks for the comments, very good points! I understand that 30 is not a very magical amount of positions, just something to help me focus on specific names. I have a problem on looking at companies and wanting a piece of everything. Then I think of having close to 100 stocks and the strongest not having enough of an impact and then feel I want max 20 positions 
The list isn't supposed to be a must buy listing, just an example for a fantasy portfolio with some kind of diversification. I'm happy if half of those are in my possession in say 10 years. Mayde I should be more open to a size up to 50 stocks in the long run, could for example aim for 20 biggest contributing to at least 2/3 of the income, as I'd like something like JNJ to have min 4-5% weight.
Thanks also for the suggestions, CAH, LOW, NEE, CHD look very appealing and have crossed my mind. I'm also open for negative hints, surely there is some company in my list not deserving the place in a top30 consideration?
The list isn't supposed to be a must buy listing, just an example for a fantasy portfolio with some kind of diversification. I'm happy if half of those are in my possession in say 10 years. Mayde I should be more open to a size up to 50 stocks in the long run, could for example aim for 20 biggest contributing to at least 2/3 of the income, as I'd like something like JNJ to have min 4-5% weight.
Thanks also for the suggestions, CAH, LOW, NEE, CHD look very appealing and have crossed my mind. I'm also open for negative hints, surely there is some company in my list not deserving the place in a top30 consideration?