I do agree that i need a lot of work on my exit strategy. My IRR over the last 5 years is around 29-30%. So, i am quite happy. I have flip flopped a lot in last 1.5 years while the market has been sideways and there has been a lot of sector rotation. I am trying to find a balance between portfolio age and wondering if i age my portfolio well, can I look at going 35%+? Another reason that i feel my exits are not good and that many of you have pointed out is the rationale to enter stocks. Also, i don’t discuss my stocks much, so in that regard, it’s a very lonely battle, i feel. Still a work in progress, for someone who does have a lot of commitment issues, once the age of my portfolio was more than 18 months which astonished me as well.
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