This portfolio will participate in the megatrends that have and will emerge over the next decade.
Investment Rationale
This portfolio invests in high-quality businesses with the vision to grow earnings consistently over the long term. We do not want to buy cheap stocks but buy stocks that will become cheap due to growth in the underlying business.
We will completely avoid absolute illiquid small caps which have entry and exit issues. Those stocks are like Abhimanyu easy to get in and almost impossible to exit.
A concentrated portfolio of 12 stocks is enough to beat the underlying bench mark (Nifty 50).
We will invest across sectors and market caps. Weightage will be 50% above or below the simple formula (100/No. of stocks).
So if we have 12 stocks:
• the maximum weightage will be 50% above 100/12 = 8.33% = 12.50%
• the minimum weightage will be 50% below 100/12 = 8.33% = 4.17%
This approach allows us to allocate more capital to our high-conviction stock ideas while maintaining diversification and managing risk.
Closed smallcase