Thanks, Praveen
Intent here is having too many stocks here with keeping in mind the time horizon also in place,
Like in small and mid cap , wealth@40 , portfolio, I keep booking profit and idea is to allocate profits to Nalanda Portfolio which I recently discovered after I read Pulak Prasad’s book. It’s a portfolio for very long term and e ter then only at fair valuation rather than adding more money to Coffee Can Portfolio which is as obscene valuations. However, I have been able to get decent CAGR 22pc as I actively do allocation changes.
But still there are too many stocks. I am slowly trying to reduce them.
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