Investors are urged to maintain a balanced equity portfolio by limiting the number of stocks to around 10-12 for effective tracking and management. Allocating at least ₹50,000 to each stock in a ₹5 lakh portfolio is recommended.
Diversification between large-cap, mid-cap, and small-cap stocks is advised, with a focus on diligent research. Experts emphasize the need for fair fund allocation against each stock to ensure compounding benefits over time.
As one gains experience and tracks performance, adjustments in fund allocation and stock selection can be made, keeping the total number of stocks below 15.