I feel, many investors feel some compulsory need to reduce the number of stocks in the portfolio to 10-15-20 instead of 25-30 companies. The most repeated reason given is difficult to track. But in todays world, i think , tracking 30 companies is not a great deal. You need to read 30 annual reports in one year. Initially you may require time but over a period of time, you will know which parts of annual report you need to read, which you can ignore. Quarterly concalls around 30 hours in one quarter and google alerts will make it easy and corporate announcements can be tracked on screener and other news on valuepickr.com, if threads of those companies are available.
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