Hello Gurus,
I am sharing my current portfolio. Your invaluable comments will be highly grateful:
1.Kajaria Ceramics 3.61%
2). Mayur Uniquoters 15.46%
3). Hawkins Cookers 73.11%
4). Unichem Laboratories Limited 7.82%
Thanks in advance.
How do you avoid the itch to buy other stocks ?
What were your thoughts and thinking process when Hawkins had issues ?
I think 73 % in Hawkins is too much , you can divide it among three consumer based companies or add some pharma or financial company .
I
This is where the self-discipline comes in to picture. Investing only in the stocks I understand is follow. My mother uses Hawkins and we have Kajaria all over our home. 
In investing patience pays, I did some re-shuffling in the portfolio ( called shortening) to keep the margin of safety at par.
agree. As I explore the investing arena more, I will surely expand my portfolio.
Sincere thanks for your advice.
Awesome portfolio Deepak-jee.
As per me understanding, should give 40-50% of secular (sensex independent) growth in a year or so. Don’t sell any stock just for the heck of diversification. Sell a stock only when these 2 conditions met.
1). Approx same return with lesser risk (post tax calculation)
2). Substantial more gain with similar risk (post tax calculation)
Please truncate the suffix 
1).
2).
Making complete sense. Thanks