Thanks for your comments, I think it doesn’t matter much on number of years of experience if you have seen couple of bull & bear cycles…then 5 years or 15 doesnt matter much…I have seen some people in this forum with much less experince than me but much more mature and generating excellent consistent returns!
I think maybe over last few years, I have completed the first stage of a long term portfolio construction. Now I just want to remove trash from it and let the winners grow…Want to weed out the good companies eventually and try to keep just the great ones…only time will differentiate between the two…
For new ideas, I want to keep it limited to one or two in an year…unlike the unnecessary need to diversify or keep adding more names etc.
I want to be very very selective in scaling up any new entrant and very very brutal in weeding out…well thats the idea now…lets see how it evolves…
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