I hope you have had a fantastic return so far this year !.
I agree ValuePicker is an excellent forum for exploring the investment world for novice and experienced investor alike.
As you have recently started your investment journey, I must commend you for the courage to write your portfolio and seek opinion. It is the tough thing to ask opinion publicly and get an honest response: particularly in the stock market where many people claim to an expert and everyone has their view. Keep it up and do not worry about what other say- what is important is what you learn because in investment all learning is cumulative. You may lose small money now- hopefully not- but what you learn may prevent bigger future losses in future, or it may help in future to select stock wisely. So, carry on your learning.
Unfortunately, I do not track any of the stock mentioned in your portfolio, so I do not have any views on these stock, but I still believe that your portfolio is focused too much on the small-cap/mid-cap stocks which are hot and favourite. Again, this is a general observation, and I hope I am wrong and you get the good return.
Overall, I think you have high exposure to the chemical sector (50%), which is fine if you know in and out of the sector and have great conviction. However, if you bought it because everybody is saying so, then you may want to rationalise your exposure to chemical companies a bit, or you may want to buy Mutual fund dedicated to the sector to hedge your risk
I would be cautious, very very cautious about small stocks and stock which are hot.
If I am starting today with as much experience as you, I would start by investing in safe stock and observing market over the period, and buy when market present opportunity. I would quote Warren Buffet “I buy when everybody is selling and sell when everybody is buying”.
If you are looking for a long-term return (5/10 year) it is worth paying attention to Howard Mark’s advice (he gave it last year) to the investor in the current market condition is “Move, but with cautions !”.
All the best!