Hi,
I am a new Investor, and my interest has grown in this. Glad to see these numbers!!
I follow a similar strategy and have a similar set of numbers.
I review my Portfolio every Saturday and then do some research like - searching for news/ events in stocks I hold. Especially I look for insider buying/selling.
Rebalancing of the portfolio is when there are triggers or I see a more convincing opportunity.
Currently, I am following this strategy:-
- Maintaining a portfolio of 25 stocks giving a minimum of 25% CAGR each.
- All my stocks are equally weighted, this helps me rank them based on CAGR, and maintain an easy clean exit strategy.
- Hold my stocks till the structure is intact.
- Keep a bucket list ready where there are breakouts/ base formations.
- New entries are taken in 3 tranches (1/3+1/3+1/3)
Just trying to build discipline and grow as an investor.
Thanks
Jai
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