Hi everyone,
I’m thinking of constructing a coffee can portfolio of large companies as a way to ensure that i can deploy capital in a less risky way than my core portfolio (which consists of mid and small and microcap companies). Towards this end, looking for feedback on the following portfolio I had in mind:
- Kotak Mahindra Bank
- Bajaj Finance
- ITC
- Britannia
- Biocon
- PI Industries
- Motherson Sumi
- Larsen and Toubro Infotech
My primary criteria for picking has been to think about the next 10 years and think about companies which are bound to do well in next 10 years (since this is a shut it and forget it kind of a PF). Would be open to adding/modifying companies to this list and any other feedback.