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Too much focus on individual holdings hinders performanceArun kumar, A.K Associates, Bangalore

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Key Take-Aways
  • Many investors make the mistake of getting distracted by looking at individual holdings rather than the overall portfolio return.

  • Investors need to remember that all their holdings will not perform equally well at the same time.

  • Avoid the temptation to move money from one holding to another too often. Give 3-4 quarters before taking a call on under performing funds.

  • HNI investors can get swayed by contrasting views of wealth managers and they can lose appreciation for "the value of doing nothing" when it comes to investments.

  • Avoid the temptation of constantly looking for some new product to invest in.

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