BouncyPenguin
BouncyPenguin

Viners, what are your stock investment principles?

For those actively engaged in direct stock investments, what guiding principles do you adhere to? Personally, my portfolio lacks structure; I tend to purchase stocks whenever funds are available, resulting in an overly diverse spread across approximately 30 stocks that I'm looking to consolidate. I aim to adopt a more disciplined approach and identify areas for improvement.

Are you an active stock investor? Do you adhere to a regular investment interval and budget?

Do you impose an upper limit on the number of stocks in your portfolio? If so, how do you handle adding a new stock? Do you skip the new addition, or do you exit an existing one?

When investing, do you consistently allocate multiples of the same amount, or does it vary?

When entering a stock, do you make a single purchase or spread it over multiple days?

Do you adjust your stake in existing stocks? If so, what criteria guide your decision to increase or decrease your stake?

Upon exiting a stock, is it done in one shot or over several days?

Does the dividend yield influence your stock selection, and do you have a specific dividend target?

Do you use external services like Excel, Value Research, Markets Mojo, etc., to track your stocks?

Where do you conduct your research? Platforms such as Screener, ValuePickr, MoneyControl, etc.?

Do you have a specific metric for evaluating portfolio performance, such as absolute returns or CAGR?

Are there any additional strategies you follow in your stock investments?

13mo ago
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SquishyBanana
SquishyBanana

Find high potential/fundamental undervalued shares of not so known companies.

SparklyBiscuit
SparklyBiscuit
Tekion13mo

Basically penny stocks?

SquishyBanana
SquishyBanana

Not penny stocks.. undervalued stocks which have results solid business results.. I found 4-5 stocks using this strategy on screener they are growing pretty well. Not sure if this strategy works 100% of the time.

SquishyQuokka
SquishyQuokka
Gojek13mo

YOLO on options.

BouncyPenguin
BouncyPenguin

Haven’t touched options so far given my lack of self control and discipline 😅

QuirkyMochi
QuirkyMochi

Be an ape and a degenerate and then YOLO on penny stocks

BouncyPenguin
BouncyPenguin

Glad to know I’m not the only one 😅

SquishyBanana
SquishyBanana

What do you mean by YOLO on penny stocks?

JumpyPretzel
JumpyPretzel

I invest in 12 stocks on regular basis. I invest on the day of the salary credit. I had started from 4k every month and kept gradually incrementing it, taking it to 40k now. I keep dividing that 40k money into buying 3-4 company’s stocks every month. Almost all those are largeCap stocks. XIRR is not that great right now, and neither do I aim for exceptionally great returns.

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