Stricktly +EV for a Young Investor

[IVPanda]

My question is what do you think of this guy and his strategy?

A young man in California, has $25,000 to invest. He wants to be very aggressive and only cares about making the most +EV choices w/ his investments.

This person plans to have a decent paying job 50-70k/year, and wants to buy a house someday. For now he is single, without too many living expenses and puts whatever money he can into his portfolio.

Normal advice would be to stick his money in a few mutual funds. But because he only cares about being as +EV as possible would a better line be an all single stock portfolio?

Doing this by himself, he plans to use mostly Large cap w/ some Mid-cap stocks. He picks a blend of growth and value companies all in different consumer industries. He uses the Standard & Poor's reports and only purchases companies rated 5 stars.