Tag: VST Tillers

Periodically review your portfolio

Assessing and reviewing your portfolio is critical to be on top of your positions, While till today I have not found any structured way to go about it, What has helped me to think objectively is to focus on

  • status of key variable of business
  • risks identified
  • buying hypothesis – does it still hold good

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The next question is how often do you review ? 6 months, 12 months , 2 years ? Frankly there is no right answer – But I found 6-8 months is a good period to start with

Below is my simplistic review of two businesses in model portfolio – If would be foolish to buy … Read the rest