Thread: Talk About Stock Holdings?
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Old 06-12-2022, 06:51 PM
larue larue is offline
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Re: Talk About Stock Holdings?
Quote:
Originally Posted by cutecuteboy View Post
My two cents worth of opinion:

1. Portfolio management is like 80% of attaining victory with 20% being selection of equities or other assets classes
2. Alpha is attainable, very tough but doable.
3. Technical analysis works, until it doesn’t, which is many times.
4. ETFs are God of stocks blessing in disguise.
5. Choice of individual counters weightage in overall portfolio matters more than you think.
Point 1 is spot on.

Anyone who thinks the key to sustainable returns lies in stock (or any specific) picking is doing little more than gambling.

Luck gets mistaken for skill a lot. And the market will eat them all up eventually.