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…
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…