저자: 미상 · 외국인
요약 보기
창업 투자에서 실수를 반복하지 말고 경험을 쌓으라는 조언 위주. 공개시장 펀드매니저의 포트폴리오 종목 수(보통 30~40개, 그 이상이면 알파 어려움)에 대해 언급하며 연 20~22% 수익을 기대치로 제시. 높은 수익률(15~20%)을 장기적으로 얻기 어렵다는 취지의 발언과, 돈보다 시장 지식과 경험이 중요하다는 메시지. 특정 종목이나 자산에 대한 가격 방향 예측은 없음.
다듬은 글
So it will keep coming in the field, what will you do, so you should make mistakes beyond your capacity, within your capacity, so do not make such a big mistake the second time that you are tempted to repeat the second mistake, otherwise you will keep making other mistakes, so this is done, after that I told you, right now my startup is changing your picture of India, you will change the picture of your heart by adopting it, this is a big opportunity, make it big do not miss it without drinking it, oh my big one, it is not on YouTube for you, its copyright is not for you for the first time, okay you told me, I know that after investing something, if you ever meet any founder, some of your good experience, then there is more management available in the public market, which I told you because whatever their policies are or whatever they have, they keep doing it in the public market, whatever is there nowadays and there is also medium cotton and they have interviews on TV, so you know everything, so if you had gone, then the people would have talked about the same things, so I would not have talked much to me, what would have happened to me, for two days I would have talked mostly to my mind and what would have happened to those people.
The management knows whether he will say positive or negative things, what is the negative thing about this company or the other company saying, and I, from my side, but in the private market, if you look without it, you would have gone away, so time is wasted, so meet them once, twice, four times and as you said, experience is a power, a few days ago he gave money and also two, three, three or four times, so he took that money, after that the work was done after coming to Mumbai, I engaged him and I will play with it a little bit and after a little bit, it has been given to me like this, what is yours, it depends on you, how long a question, what do we do, I have a question and this is my personal problem portfolio, which I want to know from you, sir, what happens in our portfolio, one fund manager, two fund managers, three fund managers, any other fund manager, at least take 30 to 22 stocks in their portfolio, so there will not be 80 stocks in three or four, there will be some duplication also, so there would be about 55-60 stocks and we only Alpha is not achieved, a good return is not achieved.
Like we expect at least 20 to 22%. So Sir, the answer to how many stocks are required to create a good portfolio is to find out separately for each person and each industry, so find out separately for everyone and you will get the answer as per your own understanding. I am answering it as per my understanding.
But it is not necessary that the same formula is the same for all of you. There may be different formulas for you. And first of all, the subset of CAT is the first and second meaning of this and the second meaning of this is equal, so if you do large then yours is within 15 because you are doing it and three fund managers like you said three fund managers, I think you are saying this but in your situation because every fund manager of yours has been given by you to invest your money and he has his own, but whatever profit you get, what happens to me, I have a problem like this, if I take half then my name will come up, if I take half then I will get 5% and if I take half then I will get hurt, so I do n't take more than half, I take it, I try like this, but he is very smart who is working for me, he has connections, people come to know, I will give you a concrete example, one day I don't talk about myself, I talk, if any person does a big work, how the news comes from 2 o'clock to 45 o'clock in the market, brother, you are giving me so much comfort, you said to me that it is done, where should I do it, it is done, if you say so then this will happen to you also So according to me, if you generate a return of 20%, then no one can give you a better return than that.
Okay, if you generate even a return of 15%, you will not get a better return than that. You should understand that it is nonsense. If you say that I earned 30%, 40%, then for a long time, for 30 years, if it becomes zero in the second year, then 40%, 30%, such dominance can be there, you do not need to be with that.
I think when your fund grows, except mid, even those with a market cap of 40 thousand crores, there are shareholders, I tell them that for those with more than 20, they are going to make a lot of money from more than 20, but if you take it, then you will have the mind of the company in your hands, but if all three come, then this is it, then I say, spend 15 days and improve yourself, then this work should not be done, one should have knowledge.
The biggest money in the market is that, not money. If money only is my court, if Who will want it because of money, I brought lakhs, I brought 10 lakhs, I brought 10 crores, that is my skill, that quick money is zero, so never play the market with money, the mantra here is that how many days have you spent in the market, how many times have you been in the market, how many times did it come to your mind that brother, this is not the work, I will not do the work, how many times did it come to your mind while working like this generally, how many times did it come to your mind that this is your work, if you leave it then what is it good for you, if you keep learning from the new, what mistake has it not happened that he played and that happened, he went away, that I said like this first, do not make such a mistake, here the best is more than the market, more than the intellect because the intellect is telling you right and wrong, so when you will play then this is also my poem which I had recited in front that stay behind in every situation, this is the rule of time, the auto driver became the PM, the tea seller became the PM, this game is still going on.
Preparations are underway. Now it's your turn to lift your waist. Now it's your turn.
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