India Fund Performance Compared to Index -Sensex(in %)
* move mouse over the graph to view data on any particular date.
[+-] Asset Allocation Chart

* Beta version, started on Jan/2010 as an trial. Currently contains very limited data. Read more about this chart in the post

Wednesday, January 9, 2008

Building a Better Portfolio

Building a Better Portfolio - by Pat Dorsey, Director of Stock Analysis, Morningstar.

1. Hold fewer stocks that you know well.
2. Tie weightings to confidence levels.
3. Diversify by company-specific issues.
4. Consider your circle of competence.
5. Be patient.