What is your investment approach/ strategy?
I take a bottom-up approach using fundamental analysis, to shortlist stocks in my portfolio. I am a passive investor, that is, I do not churn my stocks frequently. I would like to hold them for as long as possible. As far as they meet the selection criteria, I would like to keep buying them in my portfolio or place them on hold.
I have a set of criteria list (filtering process), based on which I shortlist stocks. Out of more than 5,000 companies listed in India, I end up having only 30-40 stocks once the filtering process is complete.
I further initiate extensive research on these 30-40 and end up with anywhere between 6-9 stocks in my portfolio.
Mark
September 5, 2022 at 7:47 pm
Thanks for your blog, nice to read. Do not stop.