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  5. MISC: My total portfolio is diversified between equities and fixed portion. [Miscellaneous]
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Q: My total portfolio is diversified between equities and fixed portion. It has mutual funds, etfs, individual stocks, bonds, cash. What are your comments on position sizes for mutual funds, etfs and individual stocks? Thanks in advance for your all your very valuable comments.
Asked by Hali on May 22, 2025
5i Research Answer:

Position sizes need to be highly personal, based on needs and objectives. But as a general guideline, we would suggest limiting stock positions to 7% (preferably starting at 4% and growing), and ETF and fund positions to 10%. We can live with higher weightings on funds IF the fund is large and liquid and not concentrated in one specific sector or market cap.