Diversified Portfolio with growth target of 18-20% CAGR

Thanks all for some of the suggestions.

I have identified Deccan Cements, as a good 2-3 years growth story from ValuePicker forum, and have built good conviction in the story.

I have bought V-Mart, Vinati Organics at little higher valuations hence there is some loss on these 2 stocks. So I have learnt that, my style of value investing should be strictly followed as much as possible. From that perspective, there are very less buying opportunities even after market corrections.

My process of buying large caps on lower valuations and selling at higher valuations have worked well in the past, but I am tweaking portfolio to cover some mid caps and small caps but need to wait for more opportunities at right valuations.

Hope to identify more stories from this forum.