I have a portfolio of 20 quality stocks and $MA is about 8% and $V about 5% of the total value. I would ultimately like to get this down to 15 stocks as I feel 20 is just too hard to consistently keep track of.
Given that $MA and $V pretty much mirror one another I was thinking of consolidating into one.
Who here holds both $MA and $V? Who holds just one? And what is your reason for it?
Thanks!
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