Thank you for jotting down your thought process.
Even though I am way less experienced in markets than you, i figured that it will be difficult for me to generate benchmark beating returns over a period of time. However, the internet to understand businesses and the feeling of investing in businesses is something different.
This is the reason I decided to have most of my portfolio in MF’s(75-80%) and the remaining is what I will be investing in stocks. This makes me much more concentrated in whatever business I want to own and doesn’t require me to spend lot of time in analysing many companies.
Subscribe To Our Free Newsletter |