Yes, exactly the reason cited in your post.
I realised that recently and took a drastic decision to trim 15 value stocks,
The funny things about these growth stocks,
*funny because I had yet internalised*
The funny things about these growth stocks
is they are all of different shape and size.
Erh, what I meant is different sector,
different industry,
different growth theory/potential,
different management style,
different dividend strategy.
So, different that I could not even believed myself.
Why don't I just buy one of them?
I attempt to answer my questions and
it's not because of diversification.
it's because they are like my five fingers.
I looked at them and I really love them a lot.
The most versatile one which is MM.
This one, I can tell you...
It's love at first sight.
![[Image: uc?export=view&id=0B_rJrOUj766BdmlaWnFEekp2TGs]](https://drive.google.com/uc?export=view&id=0B_rJrOUj766BdmlaWnFEekp2TGs)
credits: Contrarian value of investnotes
(Sorry, I could not find the link in investnotes and can not quote the link.)
I realised that recently and took a drastic decision to trim 15 value stocks,
(except BWL which is disposed due to direct selling biz in China)
and switch to 5 growth stocks.The funny things about these growth stocks,
*funny because I had yet internalised*
The funny things about these growth stocks
is they are all of different shape and size.
Erh, what I meant is different sector,
different industry,
different growth theory/potential,
different management style,
different dividend strategy.
So, different that I could not even believed myself.
Why don't I just buy one of them?
I attempt to answer my questions and
it's not because of diversification.
it's because they are like my five fingers.
I looked at them and I really love them a lot.
The most versatile one which is MM.
This one, I can tell you...
It's love at first sight.
credits: Contrarian value of investnotes
(Sorry, I could not find the link in investnotes and can not quote the link.)
感恩 26 April 2019 Straco AGM ppt https://valuebuddies.com/thread-2915-pos...#pid152450