Hi,
Although I am not completely new to this site, but I have not been actively posting and still in learning phase of Stocks and Investments.
I have the below portfolio as of now, with 19 stocks.
Name | Allocation | Avg Buy Price | Current Buy Price |
Cera Sanitaryware Ltd. | 30% | 283.08 | 449.25 |
Amara Raja Batteries Ltd. | 12% | 197.42 | 282.6 |
Bajaj Corp Ltd. | 9% | 180.16 | 231.9 |
La Opala RG Ltd. | 7% | 261.22 | 331.4 |
Sequent Scientific Ltd. | 5% | 162.21 | 132.95 |
TV18 Broadcast Ltd. | 5% | 29.06 | 27.95 |
Wim Plast Ltd. | 4% | 292.17 | 320 |
Eros International Media Ltd. | 4% | 174.94 | 173.65 |
Nesco Ltd. | 4% | 626.38 | 771.05 |
Bambino Agro Industries Ltd. | 4% | 61.74 | 64.95 |
Can Fin Homes Ltd. | 3% | 144.44 | 142.7 |
KSB Pumps Ltd. | 3% | 222.98 | 204.1 |
Hawkins Cookers Ltd. | 2% | 2181.66 | 2152.95 |
Aditya Birla Chemicals (India) Ltd. | 2% | 96.57 | 81.3 |
Mayur Uniquoters Ltd. | 2% | 483.74 | 406.8 |
PC Jeweller Ltd. | 2% | 135 | 123.35 |
Basant Agro Tech (India) Ltd. | 1% | 5.27 | 3.49 |
CRISIL Ltd. | 1% | 905.96 | 910.3 |
Godawari Power & Ispat Ltd. | 1% | 124.66 | 86 |
I would like to request advice on
- Stocks that I should increase/decrease/add/remove from my portfolio. I intend to concentrate my portfolio and reduce exposure to around 12-15 stocks instead of 19 stocks.
- Do you feel I am owning some stocks which are not good in long run, or looks speculative in nature.