Technically i have 35 holdings now. 2 being sgb and 2 idfc holdings are going to be merged in to one and some more smaller ones will be sold in to. As your portfolio grows bigger even 1℅ is sizable amount for you. I started putting in serious money after 2021. Also I don’t have complete understanding of all my holding, i dont wish to have huge allocation to any 1 particular stock. Though i agree 20 * 5℅ is ideal, you must have very clear understanding of those 20. IDA is winning deals left right and center but it corrected 20% after results. Also you have seen what happened to the top 5 of my holding where i have invested 28℅ and got negative returns thanks to heavy lifting by others portfolio return is at 33℅. I do sell periodically so im only tracking only the growth in portfolio size, of course with better returns. Last year i booked close to 10 ℅ of my portfolio size in profits. This year will do the same since im invested 100% and discretionary spending is by selling.
After reading Sajal kapoor’s book bought into laurus and syngene. Aarti pharmalabs is in watchlist. Cdmo is a big opportunity thats gonna play out.
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