My Portfolio_Homemaker

this should be your portfolio based on your picks.

  1. Page
  2. Ashok Leyland
  3. HDFC Life
  4. Abbott
  5. 3M
  6. HDFC Bank
  7. HDFC
  8. Bajaj Finance
  9. Pidilite
  10. Asian Paints
  11. HUL (you have GSK already so that should be fine)
  12. ITC
  13. Nestle
  14. HDFC AMC
  15. LTTS (already holding)

I have added a few more cos based on your investing style. Since you dont mind sacrificing returns for 2-3-4 years due to high valuations. Based on that I have removed companies that arent the pedigree of nestle, asian etc:
If you take valuation risk on such companies then you are effectively taking a risk and forgoing returns since it is mostly discounted. In companies like Nestle etc even if you are wrong on valutions, no issues. Simply hold on and wait.

You can keep 10% for trading/opportunistic bets if you want.

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