Most important thing in stock market is position sizing and capital allocation, stock allocated 20-30 % with 50 percent gain is better than having a 2% position going 2X-3X. Going forward, maximum sectors are in bear markets hence a portfolio with less number of stocks and concentrated with highest conviction bets with very high safety of margin will be able to sail through. My PF is always have top three bets allocation of 50%. Made a killing with Kalyan Jeweller with 20% allocation and growth of 7X in two years. Now position size is just 9% and will be reduced further as its in extreme expensive zone.
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