Apologies for going off topic, but I've (hopefully...) got new money on the way for the PM juniors and I'm thinking about how best to construct a portfolio of juniors. Up to know, I've just been adding what looks cheap from a short list of stocks as and when I can afford to, however, I do like some rules to keep me from betting the house on my favourite company but like to keep the flexibility to invest more in my top picks. Was thinking along these lines:-

20% in my top stock

15% in next 2 stocks

10% in next 3

5% in 4 more

That makes 10 stocks overall giving decent diversification without becoming too unwieldy. Any comments? Would be interested to here how you guys go about structuring your portfolios (assuming you haven't piled the lot into Tyhee...).

EC