I thought of sharing lessons learnt from my Equity Investing for some time.
Now, I am sharing it in this forum for the first time.
Conservative Diversified Investing Approach V1.0.pdf (840.4 KB)
This approach is always evolving as I become more mature as Investor, and this is as per the current form.
Since I am more a Value Investor rather than a Growth Investor, my portfolio some times underperforms the rising markets, but I am now used to it and comfortable with it over last 6-8 years. Mainly my journey started in early 2011 and market corrected by 25% during that year. That was the time when I was able to pick up names like HDFC Bank, M&M, Yes Bank and portfolio has changed a lot over a period of these 6 years.
Kindly note that, these are just my personal observations and strategies and this is not general strategy for all Equity Investors. Due to limited bandwidth to understand all business(s) in detail, I do use some paid services. After that, I do my own analysis which can take any where from weeks to months. Once I build my own conviction then BUY transaction happens. I have my own personalized SELL strategy which has worked some times, and may not have worked in some cases.
Reason for sharing this here, is that, others readers can also share their lessons learnt if they feel so.
Disclaimer : This is not a generic Equity Investment Strategy and not a BUY/SELL recommendation. This is personal approach.