After being in the market for over 10+ years, I naturally concentrate on my winning positions. As my investing journey progressed, I felt more comfortable owning fewer stocks I understood exceptionally well.

Opinions from great investors differ as to what number of holdings constitutes diversification.

I came across this webpage that has collated quotes from investment managers and the like regarding diversification. [Click here for the link](http://mastersinvest.com/diversificationquotes)

![Image upload](https://cdn.commonstock.com/218b075d1323aedaaf32384ab1a55529809bfc0b415819b55bd646bc3d0608a2-1455x1427.jpg)

I wanted to ask people how comfortable they are holding a stock that makes up more than 10% of their portfolio.

Comment below and let me what your top holding(s) are and what % of your portfolio.

My top three are:

**$BRK.B** at 15%
**$ADYEY** at 15%
**$TOITF** at 15%

Probably nuts but they are three I know best, with **$V** coming in a hot fourth. 

Dave Ahern

http://mastersinvest.com/diversificationquotes

Diversificationquotes — Investment Masters Class

To Diversify, or not to Diversify, that is the question?

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