May to Jan investment journey summary:
- Enjoyed absolute returns of approx 45%
- Read too much about business & accounting
- Realized that I need to switch to a low churn portfolio in the longer term & that while having a day job I need to cut short the # of companies to 8/10 & not more
I still am going with my two groups, one that has proven itself over the past & the other one that is much smaller & growing at a much faster pace, since I am 27 or something I do have an appetite for higher risk.
Need suggestions from experienced members on which one to let go of, I thought I would able to decide on the same after the latest quarter results, but none has performed average or below average, hence the confusion & also because I have read too much about these companies & I am confident in all, but I don’t have the time to track all of these so as to reduce my involvement.
veterans, please help @Donald @hitesh2710 @Sudheer_Pal
My latest portfolio is