My watch list contains <150 stocks, and my portfolio contains <100 of them. Leverage ranges from 80% to 120% exposure. Average hold is six months, but seasonal plays may be shorter, and REIT plays may be longer.
Trend follower, portfolio manager, market technician. Former sales trader to hedge funds/institutions, research analyst, prop trader, buy-side head of desk. Only took 25 years to find what works for me. Always learning.