To be honest, I have not thought about it in a structured manner. However, I do keep trading in / out of stocks worth aprox 10-15 pc of my portfolio
The whole aim is to add 2-3 pc extra returns ( on a portfolio level ) by taking advantage of normal market fluctuations
This is also the prime reason that I keep a track of so many companies at a time. At any point of time, 2-3 companies get into overvalued zones and there are 2-3 others who start to underperform / witness a correction for reasons that are temporary in nature. Having a large database ( with updates of latest concalls etc ) of 60-70 companies help u to then reduce the overvalued ones in favour of the beaten down ones
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