On contrary, I think this is a sign of maturity, level thinking and brightens chances of long term success.
Ability to cut the crap and focus on limited names and avoid FOMO, persistent need of momentum (when that’s not your forte) and unnecessary diversification is what differentiates the Men from the Boys…
If I think back –
- In my portfolio of around 30-40 stocks, I would have been much better off had I invested in only my top 10 and cut the rest crap.
- Over last 3-5 years, if I had invested only in my top 3 picks, I would have hit the home run.
So, the need for me is exactly opposite to what you feel is yours. I think I would be better off making my funnel closer to what it is yours today i.e. Narrow! Cheers!
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