Setting target on a public forum really helped in becoming more disciplined investor during 2022 calander year. While I set a target of less than 10% annual churning, actual churning was about 6-7% (including few opprunistic trades in buybacks and IPOs). Only 2 exits (about 2-3% of total allocation) and 2 new stock additions in 25 stock LT portfolio in entire calander year and most of the incremental funds went towards increasing allocation in existing holdings. Hope to continue with similar discipline in future.
Subscribe To Our Free Newsletter |