Hi
I understand you have most of your portfolio in 15-20 stocks. But there are os many stocks with lower weightage. I see a few problems with this
- too many cos to track
- very good / very bad performance in stocks will not make any significant impact on the portfolio returns
- losing the chance to increase weightage in high conviction ideas
If you could correct this, your chances of good returns may improve.
Just a suggestion but not a recommendation
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