Summary: Many fund managers fail to beat the index as they own too many stocks. Holding larger positions of the right stocks helps to boost performance. I am proposing two high-conviction, actively managed 10 stock portfolios, with different levels of risk and return, from the companies I have been recommending to subscribers.
Key take out: Start buying now – don’t try to time the market. For stocks that have recently had a strong run, buy a bit now and add to the position on “risk-off” days.