Not sure if this has been discussed much, but the experts talk about re-balancing you portfolio, every year or so.
I have a small portfolio at the moment, about 6-7 stocks, 2 of them, APT and SSM have done really well, and now consist of about 60% of the total. I should “in theory” sell some as these to re-balance into the other stock, or potentially purchase 1-2 new stocks.
If I still believe there is more upside in both of these, am I just “propping up” the slower performers (still doing OK) and missing the potential upside?
What are your thoughts?