Part 06: Portfolio Strategy
Chapters 52–60 · Construction, risk, checklist, sell discipline
Practice Lab (Hands-On)
| Resource | Description |
|---|---|
| 00-practice-lab | Diagrams, Indian market examples, 13+ practice questions with answer key |
| assets/diagrams | SVG visuals used across this part |
| 00-printable-worksheet.html | Print-friendly worksheet — Ctrl+P to save as PDF |
Complete the Practice Lab after finishing all chapters in this part.
Chapters in this Part
- 52-portfolio-construction
- 53-risk-management-basics
- 54-multibagger-portfolio
- 55-behavioral-finance-portfolio
- 56-investment-checklist
- 57-sell-discipline
- 58-complete-investment-framework
- 59-investor-mindset
- 60-portfolio-strategy-epilogue
Read in order for best learning flow.
Chapters
52Portfolio Construction — Core Holdings and Satellite PositionsApply: Portfolio construction = what to buy + how much to buy + when to adjust. Position sizing, core satellite, sector diversification, rebalancing, and…53Risk Management Basics — Drawdowns and Position LimitsApply: Risk management = avoiding permanent capital loss. Diversification, margin of safety, position sizing, debt analysis, Altman Z, and emotional…54Multibagger Portfolio — High-Conviction Growth AllocationExplain how multibaggers are the result of analysis + patience + compounding. Small caps offer more potential but more risk. Early signals: sales/profit…55Behavioral Finance PortfolioApply: Behavioral finance shows investors are not rational — they are biased. System, checklist, journal, and self awareness are keys to long term…56Investment Checklist — Pre-Buy Due DiligenceApply: Investment checklist = safety system, not valuation model. 25 point framework covers business through portfolio fit. Both buy and sell rules are…57Sell DisciplineApply: Sell when thesis breaks, governance fails, valuation extreme, or rebalancing needed — not on price alone. Forever hold = hold while thesis intact.…58Complete Investment Framework — Integrated ProcessApply: Complete framework = Idea → Analysis → Valuation → Risk → Allocation → Monitor → Sell. Weighted scorecard helps objective decisions. Buffett/Munger…59Investor Mindset — Patience, Process, and DisciplineApply: The purpose of investing is freedom, not just money. Time + compounding + discipline + emotional control = wealth → freedom. The successful…60Portfolio Strategy Epilogue — From Theory to Practice'The stock market is a device for transferring wealth from the impatient to the