Trying to follow this thumb rule of investing when taking up initial positions (inspired by SOIC):
1% - Tracking
2% - Low conviction/exploring thesis
4% - Medium conviction and results show thesis has started playing out (e.g., Aarti industries)
6%/8% - High conviction with thesis getting validated
No position >8% due to concentration risk (Learned this the hard way after Polycab fiasco)
Obviously these are very different from what you see above because the total portfolio value keeps changing but on a high-level
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