I would have to agree with Chaitanya.
First we decide the end goal. And reverse fit the strategy to fulfill it.
I shifted from the discussed approach. I started out select the few good stocks that are really doing all the heavy lifting in Nifty 50. Then I had to rebalance, but had fewer options. So, I had a choice: “Diworsify” or Not.
I chose Not to.
In the process, I took on more risk: My investments are concentrated in few sector, namely Banking, FMCG.
And I am fine with it.
The stocks I hold have great underlying businesses and are growth stocks.
I do not have that presentation anymore. It is obsolete.
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