My portfolio weightings change over time as I believe it should for all investors. I was an investment advisor for over 20 years before retiring 5 years ago. One of the biggest fallacies of Wall Street is the NEED to remain diversified and in balance at all times. (Subtract your age from 100 to arrive at a balance that should remain in stocks verses bonds, complete nonsense.) This is a recipe for mediocrity, but it promotes buys and sells for brokers.
I spend a good bit of time doing my homework. Reading the reports listening to all the conference calls. Once I am convinced of my fundamental analysis, I buy. In the case of the Canroys I bought after Halloween and continued to buy through January. I just added to HTE when they announced the secondary. My point is that when you ask if I have other investments, it implies that my investment approach if flawed. I mean no disrespect when I state that perhaps YOUR investment approach is the flawed one if it is too spread out. I never made money that way, when something went up another went down, IMHO.
I also like the shippers, I prefer the wet shippers and own FRO, NAT, VLCCF, GLNG and ONAV right now.