Position sizing strategy remains as before. Anywhere from 6 to 10 stocks with starting allocations at around 10-15%. If position runs up due to sharp run ups, I allow it to run sometimes even to 30-35% of overall PF , but when I feel there is some chances of correction after sharp run up, I trim the position to bring it to comfort levels. If I find that the techno funda picture fits in perfectly and I have a clear idea about the company at the time of entry, I allocate high levels of 15-20% at entry levels itself, but these are rare instances.
This is a style and strategy that suits me as of now, so continuing with it.
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