I would like to share my portfolio with you guys. I would appreciate your comment/suggestion regarding portfolio holding and capital allocation. The main aim is to concentrate the portfolio further to 6-7 stocks.
I am still learning the basics of value investing so please ask any questions and I will try to answer and in the process I will also learn more.
|Larsen and Toubro||10%|
|Can Fin Home||5%|
Waiting for some correction in Poly Medicure to add more. Also waiting for right issue announcement in Can Fin Home to add more.
Stocks in consideration: Triveni Turbine, Bharat Electronics, Freshtrop Fruits, Oriental Carbon and Chemicals, Hindustan Media Ventures and AIA Engineering.
Thanks for looking.