Derf, Yes, the list is clearly getting out of hand, but as a 'collector', I guess this trait carries over into stocks, lol. But the main stock allocation is in the S+P 500, along with a 50% allocation in bonds / T-Bills, and 10% in cash. So a pretty conservative asset allocation.
On the stock side, I figure a key goal to having so many stocks is to make it too big a hassle to sell, and thus encourage long term buy / hold. But you're right that it's impossible to follow so many stocks in depth, and this approach wouldn't work if the goal is to actively trade. In my case though, these are meant to be buy / holds. But it is getting to be excessive, close to 200 stocks, yikes.
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