I'm starting up another portfolio which is going to be run along the same lines as the P Hybrid portfolio but will have a nominal 20 positions instead of 10.
This means that the theoretical starting capital will have to be $100k instead of $50k as the individual positions will be the same size ie $5k.
In order not to complicate this blog which has already got 3 portfolios running on it, I'll start another blog to compare the two portfolios with different number of positions.
This is to test the theory that a 20 position portfolio is twice as likely to catch the rockets as a 10 position portfolio.
Hybrid20 portfolio is here  http://hybrid20.wordpress.com/