So many AGMs, so little time for investors

[kazukirai]

Solution to all this? Own less companies - a concentrated portfolio haha. Or else own companies with different year-ends. Perhaps Mano Sabnani can consider that? Owning >50 companies is akin to buying the index actually!

My initial focus was on Mano's number of companies too. 50! That's a hell lot of businesses to keep track of. Especially when academic studies show no marked improvement in diversification after something like 30 counters.

Since the STI is more or less made of the 30 biggest companies (with liquidity as another consideration) listed on the SGX; If all Mano's companies form an index, it'll be even more representative of the SG market than our STI.