As an experiment, I had constructed a portfolio of 10 stocks with equal weights in July 2023 to observe if effective bottoms up stock picking based on some sound thesis is an effective strategy to beat the market in a steaming bull run and here’s my results attached in the picture. 8% Nifty vs 23% Portfolio returns. This is not my chest thumping announcement of glory, it is only my way of reassuring myself that stock picking is the way to go. Happy Investing: Hang in there as there is money to be made, wealth to be created, value to be unlocked and most importantly lessons to be learnt!
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