1. Are you looking for multibaggers (there are some, but not all) **Looking for a balanced portfolio- medium risk high return** 2. Are you looking for stable growth (viz. 4% above bank FD) **targeted annual growth of 20-30%**
Your risk return expectations seemed skewed. With the kind of diversity you’re going for (15 stocks) you can’t expect high returns. You have to severely reduce the number of stocks.
What you can do is have a bulk of your investments in few stocks you think will increase multiple times and a little bit on companies you’re in lookout for.
Target price is a good way to have a balanced portfolio, to preserve capital – but the returns would be patchy. That is because you’ll sell something when it doubles and then lo-and-behold it goes up 25 times.
Time horizon is different for each stock, I try to go by target price, if achieved allocate to other stronger ideas
You have to think it out clearly, maybe write it in a paper. Are you looking for balanced returns or high-returns.
By infra I meant stocks dependent upon Infra as a proxy, they would do well as macro improves
Then shouldn’t they be in Real State sector?
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