Individual direct Equity Investors should not to have more than 30 shares in their Portfolio.

This is my thumb rule for Individual Direct Equity Investors. Why? More than 30 shares, and the investor will have difficulty in following the firms in terms of results, events, updates and news. This is in addition to price and profits. Investors also should not miss or forget the stocks they own.

I myself have about 36 shares in my personal portfolio. And I am a professional. For an individual investor, the fewer the shares, the easier it is to track the portfolio.

The investors Buy decision is easier. Investors tend to quickly collect more firms in their portfolio because of this. The Sell decision is hard for several reasons.

Is the share currently in profit or loss? Is this gain sufficient? Is the firm’s outlook good or bad? Is there a better idea that I can reinvest in?

Indecision may result in a bloated portfolio with too many stocks. The investments then get frozen as the capital is stuck in these shares and the sell decision is delayed.

Is this suggestion cast in stone? Not at all. It may suit some investors to have 50, even 100 stocks in their portfolio. If they are able to manage it. Others may limit this to just 5-10, and run a very concentrated portfolio.

JainMatrix Investments services provides 21 recommended shares in 3 baskets based on our in depth equity research. This is immediately useful both to new and experienced investors. To find out more reach out to us on

CONTACT US

Or explore on this website

OFFERINGS

Comment, leave a reply below, and like and share this post with your friends.

Regards, Punit Jain

DISCLAIMER

This document has been prepared by JainMatrix Investments Bangalore (JM), and is meant for use by the recipient only as information and is not for circulation. This document is not to be reported or copied or made available to others without prior permission of JM. It should not be considered or taken as an offer to sell or a solicitation to buy or sell any security. The information contained in this report has been obtained from sources that are considered to be reliable. However, JM has not independently verified the accuracy or completeness of the same. This is a marketing collateral. The securities quoted here, if any, are for illustration only and are not recommendatory. Neither JM nor any of its affiliates, its directors or its employees accepts any responsibility of whatsoever nature for the information, statements and opinion given, made available or expressed herein or for any omission therein. Recipients of this report should be aware that past performance is not necessarily a guide to future performance and value of investments can go down as well. The suitability or otherwise of any investments will depend upon the recipient’s particular circumstances and, in case of doubt, advice should be sought from an Investment Advisor. Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Punit Jain is a registered Research Analyst under SEBI (Research Analysts) Regulations, 2014. Registration granted by SEBI, and certification from NISM in no way guarantee performance of the RA or provide any assurance of returns to investors. JM has been publishing equity research reports since Nov 2012. Any questions should be directed to the director of JainMatrix Investments at [email protected]. Name of the RA as registered with SEBI – Punit Jain, SEBI Registration No. INH200002747.