With current momentum market situation. Some lazy stocks can be exchanged with industry momentum at this moment. It can increase your cagr by 5% .
But since this is not your style. Then I would have taken position on Interglobe aviation (example) in your place in exchange of 4-5 stocks having allocation less than 1%.
Thanks, Sunil for your suggestion. Stock price movement does not matter but yes business performance is lazy then I should switch to much better opportunities at the right price.
I have been thinking about this for a very long time and then Warren Buffet’s two letters focused on the Secret sauce of investing you find here https://twitter.com/amitverma21/status/1750949872688037938
Then he talks about how only holding one among many can make you and your generation very rich https://twitter.com/amitverma21/status/1750949872688037938
The reason most rich families are business people as they are permanent holders of good businesses not trading in and out.
Give example of Tata Exlsi did some modeling on xls https://twitter.com/amitverma21/status/1751249666967048623
