The Equity Checklist

  As you can read in the title of the post, Stock Portfolio Management is quite similar to Bonsai Pruning. Pruning means cutting back roots, shoots, and branches to direct and control your tree's growth and shape. Stock Portfolio Management is similar to the method of Bonsai Pruning. The question of how has been answered below. ü   Pruning for long-term growth: When trimming a bonsai plant, the goal is to shape it into a mini tree with a desired form and aesthetic appeal. Similarly, when trimming a stock portfolio, the aim is to shape it for long-term growth and align it with your investment goals. ü   Removing unnecessary branches: In bonsai cultivation, unnecessary branches or shoots are pruned to maintain the desired shape and focus the plant's energy on essential growth. Similarly, in a stock portfolio, you may trim or sell investments that no longer align with your investment strategy or have strayed from their original purpose (Stock no longer holds your confidence du

  Most investors are confused on when/how to take action in the stock markets that is when to buy/sell. Let me comprehend the same for you. (These actions are specific to Microcaps/Small Cap/Midcap Space) What to Buy: To determine what to buy, you can go through my extensive Equity Checklist which will help you in determining the right stocks under the Microcaps/Small Cap/Midcap Space. When to Buy: If you are convinced with What to Buy, then you need to decide at which price you would like to enter the stock. I do take help of technical analysis to help me make that decision (Techno-Funda Analysis). But it isn’t always necessary to use it. Consider these questions before making a Buy Trade: 1.        Are you willing to buy more if it goes down by 10%? 2.        Are you willing to buy more if it goes up by 10%? If it’s a yes in both the questions, then you are definitely ready to start investing the in the stock. (You are convinced with the stock and its ability to grow in