Rain Industries
Procter & Gamble Hygiene
Jubilant Foodworks
PVR
IDFC First Bank
Bharat Rasayan Ltd
HDFC Bank
Bajaj Finserv
Maruti Suzuki
TTK Prestige
Dixon Tech
Reliance Industries
V Mart Retail Ltd
Deepak Nitrite Ltd
Dabur India
Affle India
Atul
Alkyl Amines Chemicals Ltd
Hawkins Cookers
GMM Pfaudler
Garware Wall Ropes Ltd
Sunteck Realty
Tata Motors
DCB Bank Ltd
Dr. Reddy’s Labs
MAS Financial
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.
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.