Motilal Oswal 21st Annual Wealth Creation Study
| Motilal Oswal 21st Annual Wealth Creation Study | |
| Company: | - |
| Brokerage: | Motilal Oswal |
| Date of report: | December 1, 2016 |
| Type of Report: | Model Portfolio |
| Recommendation: | Buy |
| Upside Potential: | 100% |
| Summary: | Bet seldom, and only when the odds are strongly in your favor, but when you do, bet big, hold for the long term, and control your downside risk |
| Full Report: | Click here to download the file in pdf format |
| Tags: | Motilal Oswal, Wealth Creation Study |
| HIGHLIGHTS – Stock allocation (how much to buy) is a powerful tool for portfolio performance, but is under-researched vis-à-vis stock selection (what to buy) – Kelly’s formula offers 3 insights for equity investing: (1) Look for asymmetric payoff (2) Create edge (3) Bet big – Opportunities for big bets come seldom; Focused Investing is a sound strategy to capitalize on them – Keys to successful Focused Investing are: (1) Clear portfolio goal (2) Superior stock selection (3) Rational allocation (4) Active monitoring – Disciplined practice should lead to exceptional returns rather than acceptable returns |
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