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YOVIDAI Investing Companion
intermediate 3 min read

Position Sizing — how big should each bet be?

The one habit that separates careful investors from gamblers.

Position sizing is deciding how much of your portfolio goes into each stock. A common rule: no single stock should be more than 8–10% of your portfolio, and any single sector no more than 25–30%.

Why it matters: if your worst holding drops 50% and it was 30% of your portfolio, your total portfolio drops 15% from that one mistake. If it was 5%, you only lose 2.5%. Same mistake, very different pain.

Sizing forces humility. The more certain you feel about a stock, the more tempting it is to over-allocate. Predetermined caps protect you from your own confidence.

Rebalance once or twice a year: trim positions that have grown too large, top up ones that have shrunk (assuming the thesis still holds).

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