The Multicap Portfolio has been up and running since Nov 2014. We have churned the portfolio on an individual basis. Some stocks have been based on certain triggers and some based on valuations. With experience we continue to learn. . While some of our stocks like Sudarshan Chemical have done exceedingly well while other like Sintex Industries have failed miserably. However, we haven't really looked at this portfolio as a whole - sometimes we have had too much in one sector, and sometimes we haven't had enough of others.
We decided to take a good long look. The portfolio has . . .