I am yet to be sure if this is a news for small cap space…but i find them all in my PF running today …overall PF(10am) more than +2%…still halfway from fall.
I also read somewhere, people are making a case to move money to largecaps but large caps too have bubbly valuation pockets.
“an average the market returns are around 13-14% p.a.” is this true for small caps too ?..because my PF during June-22 was at -30% today its +30%…though I find no same names in my PF…may be it is too short a time period for a market.
what if we overhaul names every 2 year and continue churning em…is 20% retun expectation is too much ?
I read about scalability theory and stage investing…from my level i find them attractive and following them ‘ve given good results…with respect to Scalability+Stage the largecap pack is the first pack which goes out of watchlist. (my understanding so far, i wish to have more clarity)
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