Thanks @Anurag_Agnihotri for your words,
but trust me inner me is trying to achieve the same thing.
Don’t know whether you read earlier posts or not, my top 15-16 holdings are almost 55% part of my folio, 10-15% I keep for small/seasonal or special situations stories that my take place in short term 3-6 months and rest 30% are almost mid bets and plan to holde them atleast an year and they can go in either direction:
- if they keep performing and better YoY performance they itself become part of my top holdings
- book profits/loss and put that amount to core ones.
Trust me too many stocks , its sound difficult but it totally depends on folio, so taking ex for me, I don’t track my top holdings on QoQ, I review on major downfall or a big correction. So majorly I have to worry about my mid (30%) folio only and sometimes I dont care for small bets because amount allocate is very minimal.
Keeping diversified or concentrated, is never ending debate topic and there are various success stories behind each type
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