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?