Understand that Donald, I do not track all the stocks listed here, but the above framework needs to be applied here with specific effort to reduce all less than 5% allocations
@Alphin: Even if this person has allocated 30% of the portfolio to stocks, at CMP all other portfolios would be minuscule and combined contribution of other assets would be less than 20% now.
Though theoretically many newspaper articles/wealth advisors would suggest 30% each to stocks, real-estate and gold/FD… practically if stocks do good, everything else automatically becomes negligible.over the long term - provided one doesn’t to transfer gains from stocks to other assets. All big investors have almost everything in stocks and are averse to other assets