Forcing A Concentrated Portfolio

Sachin pathak · Oct 19, 2015

kharb said: ↑

Dear Srouta Mukherjee ,which stocks other than JB chem in your portfolio? I am interested to know.TCI I know,but what else?
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@kharb,

Where is your list.... Asked this yesterday too. Dont be curious to just know about others only. Share yours too

Sachin pathak · Oct 20, 2015

Carl Icahn said: ↑

It is a difficult task indeed because the margin for error in a concentrated portfolio is very low. The management has to be of proven competence, integrity etc. The stock has to be secular. One stock that I am feeling confident about is Bajaj Finance. It has great management capability with a conservative approach. Another stock like that is Cholamandalam Finance. I want to mull over the other names for a few days.

However, I feel the insistence on a concentrated portfolio is overrated and may also be counter-productive. At least in the Indian scenario, it is not very difficult to find 20, 30 or even 40 mid-cap stocks that will grow at 25% CAGR for several years. I think 20 stocks is a reasonable cut-off with 5% allocation to each stock.
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Another solid quarterly performance of Bajaj Finance. 40% + YoY growth in bottomline. However sequentially Q2 vs Q1 is flat. Stock closes up 6%

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Forcing A Concentrated Portfolio

Sachin pathak Active Member

Sachin pathak Active Member

10Yr Concentrated Mid-Cap Growth PF - 4 stocks only

Portfolio construction -CONCENTRATED? OR DIVERSIFIED ?Which is better for multi bagger returns ?

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Forcing A Concentrated Portfolio

Sachin pathak Active Member

Sachin pathak Active Member

10Yr Concentrated Mid-Cap Growth PF - 4 stocks only

Portfolio construction -CONCENTRATED? OR DIVERSIFIED ?Which is better for multi bagger returns ?

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