SEP Stock Candidates

I think we should have two portfolio’s. If you see @mylu portfolio is risky and heavily concentrated. At times one success could pay of the rest but what if our experimentation fails !! What I would recommend is a concentrated portfolio of 10 consistent compounders for your coffee can. Next is a portfolio where you can try your risky bets. Allocation can be according to your risk appetite and cash inflow. One will give you learning while the coffee can will give you a decent return with less downside.

Do take a look at my coffee can :slight_smile: I’m still building my midcap/smallcap risky portfolio

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