i like your comparison between hunter and a farmer; yes, the hunt for the treasure has produced many block busters. The world likes the excitement that is inherent in the script. Instead of marrying too many stocks that produce varying degrees of success over time, i like to focus on a typical winner like Polyplex (or Mindtree or Persistent at the most three) and reap the benefits without losing sleep or mental balance. if you have a basket of say 10 stocks in the name of diversification, two will run, two will lag behind; two will pull the portfolio value down and another two will turn you sleepless. For me, one or two typical winning stocks will do for the kind of money that we have, instead of chasing too many stocks that seem to take the portfolio nowhere. Mutual funds by nature are forced by Law to diversify; we need not.
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