Yes I’m more of a growth investor . N approach in most of my stocks are coffee can .
3-4 stocks related newspapers I read that helps me to get stocks related news as almost all stocks I hold are quality ones and if anything wrong happens, news will b out for sure .
N I don’t overthink and don’t go 4 digging balance sheets every quarter, concall and all . Most are well established names so till fundamentals are good, I’m fine with holding it .
Even I’m okay with so called overvalued stocks , as I know if its keep on growing, generate cash flow etc it can sustain that valuations for long. Eg. PI Industries and Pidilite , Berger was always a highly valued stock still they are .
As my investment time is very long say 20-25 years .
In March 20 crash i was fully invested and my portfolio returns came down till 23% still I hold all stocks n added few more. By December 2 yrs returns were around 74%
So it’s just mindset n patience.
I invest mostly in Pharmaceutical, IT/ Technology , consumer, Financial , Speciality chemicals .
I hold around 30-35 stocks. N by consolidation u mean stocks below 20 , I don’t think till the time every stock is performing well I will sell any . I c no need , just for numbers i won’t.
As i am from legal field I have lot of limitations . So rational diversification i do.
I’m not in a mindset to keep 3-4 stocks in my portfolio and try to gain tremendous wealth in short period of time . I like compounding n wealth generation steadily with medium risk