But then, once a position gets to that size or higher in my portfolio, it's already gotten to the point where it can do the heavy lifting. I was going to say, Brian, maybe you should chime into this. There's a ton of considerations on how many stocks you should own. What's important to know is if you have less stocks, the average size of those stocks [positions] is going to be much, much bigger. Over the last few years, the average size of my individual holdings has grown 4X.
Source: Daily Sun February 16, 2021 12:56 UTC