This portfolio is inspired by Chris Mayer's book '100 baggers'. It is a wonderful book which highlights the importance of holding on to your winning stocks. He aptly says 'Every hundred bagger goes through a phase when it appears super expensive!'

Important points to note:

--> Diversified portfolio of 35-40 micro-caps and small-caps.

--> Stocks are carefully selected such that they have big upside potential

--> No hurry to book profits. Portfolio philosophy is holding the winners and cutting short the losers

--> Exit criteria is:

a. Found better opportunity OR

b. Management is showing lack of commitment/ integrity

--> Benefits of this portfolio: Fewer transactions and hence lower costs, peace of mind, Time tested approach of holding on to the winners!

The portfolio is diversified because we are picking small and micro caps where the risk is high. The idea is to lose small if the pick is wrong, but gain big if the conviction is right!

Hope to see you onboard with us in this long term journey!