I think my portfolio is quite diversified already, never the less I keep day dreaming about my ideal portfolio everyday. I don’t think investing in only about 10 stocks would be smart, I agree that your first ideas are the best ones but a little more diversification would be solid in my eyes. This is why I came up with a plan:
In the middle of every month I will update my current stocks watchlist, and post a top 3. Below are my reasons for looking at these stocks, for current valuations and a list of 25 stocks please visit my ‘Watchlist’ page.
I will explain my top 3 watchlist stocks briefly based on sentiment, P/E ratio and ‘% off 52 week high’: