Holdings

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Hi Dan, what’s your thoughts on how much should be allocated to each holding ETF, single stock? i heard around 5 percent is standard. I would love to know your thoughts on this matter. Thanks a lot

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Asked on February 18, 2026 10:02 am
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This is heavily dependent on your overall strategy and risk tolerance, and also what you're holding.

For me, I try to limit it to to 5-7% each core holding (Foundational) and then smaller for more speculative/growth options. This is why you'll see Berkshire at 6% of my portfolio and Aritzia at 2%.

In addition to this, if you have broad based ETFs, they can be much more. Prime example, when I owned XAW, which is an ex-Canada broad based ETF, it was 50% of my portfolio. If you have an S&P 500 ETF, it might be 10,20,30% etc.

In general, I follow the rule of no more than 5-7% for core holdings and 3-4% for smaller conviction holdings. I will let my winners win though. If a core holding goes to 10% I wouldn't be worried. I might consider rebalancing at years end.

It's all up to the individual!

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Posted by Dan Kent
Answered on February 20, 2026 4:00 pm