Thanks for taking time to provide your feedback! On allocation, it is more of magic of compounding - of course there is this conviction that I can continue to hold hoping for past spectacular performance to repeat. All small allocation (except Maruti where I went overweight to make quick buck but ended up being bad call) is my last 10 months work wherein higher weightages are ones which have grown over last 5 years.
Both Wonderla and Shemaroo face headwinds but I expect both businesses bounce back - Yes, am tracking them both. Mahindra Holidays allocation is more of tracking position, haven’t developed conviction.
Point, keeping an eye on HDFC and hopefully will add to portfolio soon too. Been holding Max for 5+ years and given decent growth so don’t see reasons to sell.
Valuation. Will accumulate in dips. Same, with Titan too.
Basically mid cap with lot of room for growth compared to HDFC, again tracking position - reading more before I take the plunge. Tracking position helps me commit to follow and research, more like a token
advance.
- of course there is this conviction that I can continue to hold hoping for past spectacular performance to repeat. All small allocation (except Maruti where I went overweight to make quick buck but ended up being bad call) is my last 10 months work wherein higher weightages are ones which have grown over last 5 years.
Will accumulate in dips. Same, with Titan too.