Gladiator's Portfolio

Hi guys…

Heres my portfolio, I dont know anything about investing, just my long term trading picks, would love to have feed-back from everyone here… Also would love suggestions for employing the cash lying idle…

I also like to keep it concentrated so would like any good stocks to get out from…

Havells India - 7%

Jaiprakash Associates - 12%

Mahindra & Mahindra - 14%

Pidilite Inds - 6%

Sun Pharma - 5%

VA Tech Wabag - 5%

Yes Bank - 6%

Cash - 45%

Thanks a lot to all…

Except for JP associates, i quite like the rest of your portfolio. Another observation…don’t you think holding 45% cash is being way too defensive…as far India is concerned…the pitch is flat, grounds are small, outfield is fast ( basically a huge economic growth opportunity)…so go ahead and follow Sehwag and swing hard…

You can look at the following companies for deploying ur cash-

Aarti drugs

Linc pens and plastics

Karur Vysya Bank

City Union Bank

Supreme Industries

Dishman Pharma

Granules India

Ajanta Pharma

Kajaria Ceramics

As far as I m concerned, most of them are a buy at current prices…so go ahead and start doing ur own ground work!!!