I think the portfolio size is already great, but there are too many stocks. To make it easier, I would shift everything behind $MUV2 with less than +20% into other stocks and increase the ETFs - for me, it's not clear enough and then probably without any significant advantages over a well-performing ETF - too many weak stocks then tend to kill the return, so your stocks only beat the ETFs a little.
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@Bond_James_0815 I think many stocks that are not currently up 20% are above all stable dividend stocks that can stabilize my portfolio in a crisis. That's why I don't want to sell them. Then I might as well put everything into an ETF.
I wouldn't describe most of these stocks as 'weak'.
I wouldn't describe most of these stocks as 'weak'.
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