I’d say it’s all down to experience. When I started 6 months ago I held 27 stocks, I now hold 6 (I now know that was way too many and too difficult to keep up with). I held some big companies, Vodafone, Aviva, but they weren’t giving me any return and I decided to sell and concentrate on the ones that were (all AIM). I’m a huge fan of AIM stocks and they’ve given me the best returns so I stuck with them, in particular GGP which is by far my best performer (of course DYOR). I’m still learning but I’m very happy with my progress so far. I’m not interested in the US market in the slightest, exchange rate fluctuations and all that. I’m happy with my returns and having multi bagged on GGP. My portfolio is now 99.6% in metals and mining. I don’t need to diversify, I’m extremely happy as is 
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