@Satyam_Tripat Happens with most of us, koi bhi business anant tak high growth nahi rahega. Happened with me in VBL, PGEL, Trent, JSLL and V2. Rebalancing and position sizing is a continues process specially in the result season. Happy churning
This is exactly why I believe portfolio management is as important as stock selection.
When the risk/reward changes, your allocation should change too.
Discussed in my latest video: when to HOLD, TRIM or SELL a stock. #V2Retail
@bmondal1308 I have been trimming since Q1 and trimmed further today. They may catch up with their guidance in Q3, but I do not want to live with that uncertainty. My capital deserves better opportunities.
What if one metric could tell you how efficiently a business uses its capital?
High ROCE + sustainable growth + reinvestment = a powerful combination for compounding.
Full breakdown on YouTube: https://t.co/6kG1UUZUSc
Here's why 👇
What if one metric could tell you how efficiently a business uses its capital?
High ROCE + sustainable growth + reinvestment = a powerful combination for compounding.
I explain the concept in 90 seconds 👇
https://t.co/GRxDtC8gNH
@Nigel__DSouza Thank you Nigel for sharing and asking the relevant questions. Amongst all the business channels and anchors it's just you and your team who ask the most relevant questions and get the maximum out of the management and other industry experts. Keep up the good work 👍
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