6 Comments
Jul 13Liked by Prabhakar Kudva

Thank you ... it is the principles like these needs a constant reminder.

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Real Clarity of thoughts 👌🙏

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Jul 13Liked by Prabhakar Kudva

Excellent thoughts. Thanks Prabhakar for sharing this

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It was wonderful to see the "clarity" you have. It would be great if you can write on diversification vs concentration. This was a old topic since the TED days.

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Does size of PF also play role in deciding the timeframe?

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author

Yes. But unless portfolio is beyond 50-100 crores all timeframes are feasible.

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