Sir I have a 20 lacks portfolio with 55 stocks is this excess or what is the ideal no of stocks for 20 lacks portfolio?
Futurecaps Advisor Answered question March 25, 2021
55 Stocks is Definitely Excess & Violates all Portfolio Management Principles.
The recommended range is 10-12 stocks per portfolio. Maximum 2 Portfolio – one fore core stocks with big investments & 2nd for lite opportunity stocks.
You should be doing Yearly Audit & Ensure cleanup the Non-performers based on following criteria:
- If Intrinsic Value Discount < 30% & No expansion plans Or growth story for the company
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Futurecaps Advisor Answered question March 25, 2021
