Contrarian Value Ideas

[fung_derf]

Hmmmm, I'm not sure I'd go that route. What is your annual rate of return?
While I'm a big fan of diversification, with that few shares I think I'd be more focused on honing it down to perhaps 40 or 50 of the best stocks and more shares. You've set yourself up for lower risk, but also for a lower total return. You do the research, so why not just own your favorites?
I checked the other day and I think I had around 90 stocks.
I think you're working too hard, and are just going to see mutual fund like returns.