Hi Ashish,
Thanks for sharing your stock selection and articulation. IMO, before seeking stock specific advice an investor must have following answers to the questions ready:
- What is your financial goals trying to achieve?
- What is your asset allocation based on your risk profile?
- How much you are planning your Networth to be exposed to equities?
- Have you estimated the potential risks, opportunity cost vis-a-vis your equity investments?
- More importantly your time horizon for investing and sticking to your defined investing objectives.
- Overall portfolio management strategy and risk mitigation plan.
Having above plan in place will ensure smooth ride over long run.
Next comes the specific feedback to stock selections. According to me and generally speaking over a last decade TCS, HDFC group, Bata, ITC demonstrated consistent performance. Rest of other stocks you need to monitor closely to avoid pain and heartburn. Find time to read many valuable threads in VP especially wizard of VP: Hitesh and Donald’s thread.
Happy investing!
VK
Disc.: invested in some of the above names in my PF.