RE: pretty much all in here17 Dec 2020 11:57
Quite right AG. Over diversification is also not good. Funny how a lot of financial advice pushes the 'diversification is good' meme and so newbies buy 50 plus stocks losing any alpha. Diversify away any chance of fantastic performance more like. Do careful research, root out a few quality opportunities and weight accordingly. I still caution against 100% in one stock as there will always be one stock you missed something on that blows you up, another opportunity that might arise that requires funds immediately when your stock is at a low or your timing might be a bit off. However it is still good to concentrate firepower within reason when timing is good and your research indicates the opportunity is excellent.