Different kind of answers can be given to your question, as there is different ways of learning. One can have a very basic idea of about a company, say an FMCG company, whose products are used everyday, and he buys the company shares and then slowly comes to know through experience, how the investment works, how, why and when the price moves, up or down, or consolidates, what market thinks about the business. Or one can learn the nitty gritty, the important aspects and take the step forward. Or one can have a good understanding about everything in a standard way, the business, the valuation, future outlook, competition, management commentary, and as such can start with a decent allocation, more than a tracking position. Or one can deep dive, spend time and have a detailed and nuanced understanding of the business and then invest. Choose whichever suits you psychologically and financially.
If you can afford to lose your entire tracking positions, all of them, then I would say to go forward, provided if you have some understanding of the business. Or if there exist companies in the market from your profession, you can start with them, as you know what happens inside the company.
I am still learning, so take my 2 cents with a pinch of salt.
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