We found that certain people are interested in knowing our portfolio & gains. We are open to share it. You can find the same here.
120% above gain is there in past 1.2 year. Clearly, this would compete with big mutual fund managers in India.
We recently sold few stocks & bought new ones. You can see that most of our recommendations are bought too. Following are the lessons we iterate:
- Smallcaps & Midcaps provides more returns than Largecaps or Bluechips. See Infosys & Tech Mahindra only provided returns of 40% compared with 500% returns on smallcaps & midcaps
- Diversification is essential to insure the total portfolio. But, do not diversify too much like above. We prefer 15-20 stocks in a normal portfolio.
- Time will test your skills. While in flat or bear periods, accumulate good stocks based on value-analysis. This will ensure multifold returns in the bull run.
As a continuing strategy, we are waiting for the clear-signal to sell the stocks at their peak price. Might be in an year or two we should get the signal.
We thank to our masters, friends, readers for the support & help to thrive in stock market.