With lots of stocks I apply Rule #5. Focus on your losing bets more than your winning ones. Good stocks take care of themselves. Losses can turn hideous and are not likely to come back.
I don't spend much time looking at MPW, MAIN, SRE, OKE, BLK, MSFT, T, etc.
I spend time on my underperformers, like GLOP, trying to figure out what went wrong and if I still want to keep it. In that case I do want to keep it, but not because I am afraid to take a loss. I keep it for the income and because I have a degree of confidence in the continuing global demand for LNG and because I think its fundamentals as a shipping stock are not that bad.
I also spent a lot of time looking at CLMT, AM and GE but forgot the most important rule... #3 Discipline trumps conviction... and failed to take losses when I should have, and for no good reason other than I thought I knew better than the market.
I had BX but sold it back in June for a 6-week 11.3% gain. Must be worth keeping.(?)
My rules are adapted from none other than Jim Cramer!