If we go as per your thoughts and if we are unable to judge 10 different companies from 10 different sectors, then the only option remains is to clutter the portfolio with 20-25 companies from same 2-3 sectors in which we have somewhat respectable understanding, thus making the portfolio highly concentrated in just 2-3 sectors and its highly unstable as well as imprudent. If this being case, I would rather handover my money to any active fund manager where he has 20-25 stock analysts with expertise in different sectors thus using their experience to my adavantage , instead of investing the whole portfolio in just 2 sectors.
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