It is generally not more than 15-20 companies. My view is you can have a 50 stock portfolio but how many will you remember. If you can remember them then you should. In my case, I have sectoral baskets which I consider as one stock for each basket, so the actual number of stock can go up. My view is 25-30 stock max, including the stocks in the sector baskets. … [Read more...] about It is not about selection but about allocation: Nooresh Merani
