2min chapter

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#31 Gautam Baid: The Joys of Compounding

Investing by the Books

CHAPTER

How to Find the Best Opportunities in the Market?

As the number of stocks in a portfolio approaches 25 to 30 names, you have eeliminated almost all of the unsystematic risks from the portfolio. And this is the sweet spot for an active investor seeking to or perform the market, anywhere between 20 and 30 stocks. At that level, the number of companies you need to know thoroughly still manageable, and you can still generate a decent amount of alpha. You should stick to the stratagy which enables you to go through the ups and downs over a long perid of time and stay the course. That is the strategy. So there is no one single by strategy, any strategy, which can help you stay the course for the long

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