Tag Archives: Portfolio

Concentrated or Diversified Portfolio.

Depending on how you use it, Twitter can be Good / Bad or Ugly. For me, it has been an interesting minefield of information on a variety of subjects that hold my interest. One of things I keep stumbling about … Continue reading

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Maggi on the Wall – the bigger picture

In my last post titled “Throwing Spaghetti Against The Wall” I showed how after picking up 3 portfolios whose stocks were randomly picked, I could still beat the overall return of the market over a time frame of 10 years. … Continue reading

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Throwing Spaghetti Against The Wall

This post has been driven by a deep discussion I had with Nooresh Merani today and hence the credit for the idea would remain with him 🙂 While study after study has shown that retail investors are unable to match the … Continue reading

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