Normally, I keep 45 companies in my portfolio and most of my money is concentrated in around 20 positions (about 55%). The reason why I am up to 80 is these are initial positions that I had made with safer portion of my portfolio. I was keeping about a 1/3rd of my portfolio in currency ETFs that I moved over into some new sectors. The reason why I am up to 80 is most of that money went into small caps and I don't want to get in a potential liquidity trap with them.
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