Good to see your journey, 60% CAGR is excellent. As you said in last position sizing does matter, i give you an example, i entered Kalyan Jeweller last year with 10% allocation, stock has gone 500% in last one year, this forms 25% of my portfolio right now, contributed major gains to my PF, did 10% dilution of total bet in kalyan, no intention to dilute further as my decision was wrong to dilute:joy: .
My 50% portfolio is in two bets rightnow Kalyan and ABFRL, 75% in 4 bets Force and ABCAP with 25% in 8 stocks, total 12. Kalyan 5X, Force motors 8X, contributed major gains for last year.
All consumptions apart from Sanghvi mover and wockhardt.