Thanks for your feedback, really appreciate it. I completely agree with your point that managing 35 holdings would be very difficult. Also, my allocation isn’t equal across all the 35 scrips, as i mentioned, i want to concentrate my portfolio across 20-25 holdings, with cumulative contribution of those 20 scrips to be around 70-75% or even 80%. Remaining 20% would be allocated to high growth scrips with massive growth potential. So, i have to disagree with your 10% per annum growth limit, that would have been true in case of equal allocation to all the 35 scrips.
| Subscribe To Our Free Newsletter |
