Procter & Gamble Hygiene
IDFC First Bank
Bharat Rasayan Ltd
V Mart Retail Ltd
Deepak Nitrite Ltd
Alkyl Amines Chemicals Ltd
Garware Wall Ropes Ltd
DCB Bank Ltd
Dr. Reddy’s Labs
and many more…
I agree to the fact that, most of my picks are based on past performance and a dip in stock price opportunity.
I will surely welcome your suggestions as i like to learn more. please advice.
Welcome to the forum. You have provide some insights on your portfolio planning.
One thing i surely feel it needs to be pruned as having so many stocks will not be a good investment idea.
Would like to know weightage and investment thought process for the stocks you have picked!
If you keep a portfolio with such a long list of stocks, you won’t achieve much gains even though some stocks perform in the portfolio.
Keep a maximum of 12 stocks , well diversified between sectors to avoid concentration risk.
Whats your allocation for each stock, what s your thesis for buying into these businesses. Also whats your holding period.
The idea of excessive diversification is madness. Wide diversification, which includes investment in mediocre businesses, only guarantees ordinary results.
- Charlie Munger