I am posting my portfolio here for feedback from esteemed fellow boarders.
This should also act as one of the transparency measures alluded to by donald and may be considered as my disclosures on my stock picks.
Basic theme of late has been concentration of portfolio and hence many of the smaller holdings had to go. This has been due to the results seen in some of my earlier successes like mayur, ajanta etc where a hefty bet made a huge difference to overall portfolio returns.
recent exits include yes bank, jubilant life (not too comfortable with debt and forex issues) etc. sold some 20% of total mayur holding in the recent run up. thinking of increasing allocation to grp, ajanta at the cost of some cash, muthoot, fdc or something else though not decided yet.
Basic aim is to reduce number of stocks to below 10 and preferably to around 8-9 or so.