Hi Goofy,
You actually have hit my achilles hills . This is one of the biggest regrets I have which is not to bet bigger in those stocks at that time. But we all are wiser in hindsight.
For example, 5000 (hypothetical number) in GAEL around 9-10 years back became 90000. 1000 (again hypothetical )in Firstsource became 17000. Investment of 20k in Berger paints became 2.20 Lakhs. We do talk about it as well but nothing you can do actually.
These all stocks that you mentioned are my early investments. At that time, we just got married and were in mid 20s. Didn’t have slightest of the ideas about investing, so we were extremely cautious and fearful of what would happen if we lose money and therefore size of investment were lower.
We also purchased our first home in 2016 and at that time I liquidated some part of my portfolio and some of them were even more multibaggers such as Can Fin homes (bought at 20 and sold at 2800).
When I look back, I realised that I am not doing that poorly when it comes to assessment and stock selection. I mean 27% XIRR over 10 years is not a small achievement in my view . Therefore, by looking at what we missed, I have now learnt that if I am convinced about the idea and valuation looks cheap, I will go for big bet. All my recent investments where I have conviction such as PDS, DP wires, Panama Petrochemical, Guj Themis etc., I have invested large amounts (the max which I could have afforded). Hopefully they become multibaggers too in next 10.
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