Sagar's portfolio

Hi Mudit,

I don’t know what led you to this thread. It’s been dormant since long. I had written in the first post that I will reduce allocation to MFs as I gain more conviction in my stock picking abilities. That had happened within an year or so. From 2014,all my money has been in stocks & stocks alone.

Regarding CAGR all I can say is that it has been way better than mutual funds.

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