Back after 10 Years

Coming back to blogging after around 10 years. Almost forgot about it. Lot has changed in last 10 years but basic principles of market and investing have remained the same. It all revolves around greed and fear

This is now my 15th year of focused investing. Never ever have I moved out of active investing in these years though the portfolio is totally changed

In one of the posts I had mentioned to avoid big drawdown years. 2018 was one such drawdown for me. Be it large, mid or small caps everything was through the roof in 2017 and this is exactly the kind of environments when most mistakes happen. I got into lot of infra, reality and some low quality (eg Lasa) stocks late 2017 and then came the moment of truth in 2018 when portfolio went down by 25% after being up by 58% in 2017 so net net most of 2017 gains got lost in 2018 and wasted 2 years. Since then, I have been more disciplined. Though 2022 was again down year but this time the drawdown was in single digit. Year 2025 has just ended as flat but rest all years in between have given between 20% to 30%

Planning to write more frequently now onwards