I don’t follow the company, but from what I can tell, it is tough to make any kind of call when a stock occupies 36% of the PF, if the absolute number is high w.r.t all your investments, which only you know. One can stay put considering the return is only 40%, and growth is visible for the next couple of years, and as such, it can double or even triple from here. Trimming and some profit booking can be done, and depending upon following the business, can add if the price moves up, averaging up at a higher price than the sold price of the trimmed shares. Or can stay put too, if one considers a company to be truly part of a long term PF, then there is no selling, no matter the occupying %, and such companies are rare, as there have to optionalities, future demergers, dividend, management pedigree, not to mention bought at reasonable price. So one can do what suits himself financially and psychologically.
I am still in the process of creating such a long term PF, and I also sell all of my position depending upon the situation, and rebuild my position again, sometimes correct, other times not so, so take my advice with a pinch of salt.
I don’t follow any of the stocks, but looks like the PF is diversified.
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