Hi all. Very new ( just 4 months into the market) please have a look at my novice portfolio (would like to hold till 2020) gathered from reading and watching expert interviews. Im not good at reading financials of the company. It has become highly diversified now, but most of the companies here are growing companies and dont know which to let go. I have 100 shares of all the stocks listed below. I would like to streamline my portfolio. Please give me an insight to which to sell about 5-8 stocks
(please dont tell me sell all, i would be heart broken).
IT (my buy price)
Onmobile Global (127)
KPIT Tech (140)
Zicom Electronics (115)
RS Software (68)
Trigyn Tech (89)
NIIT (87)
Tanla Solutions (41)
Defence
Astra microwave (130)
Pipavav Defense (72)
Zen Technologies (88)
Transport
Ashok leyland (95)
Tata Motors DVR (257)
Industry
Balaji Amines (133)
Kanoria chemical (70)
Sudarshan chemical (95)
Elgi equipments (125)
Greenply Ind (182)
Ruchira papers (59)
Jain Irrigation (65)
Ujaas energy (26)
Pharma
Alpa Lab (66)
Camlin Fine sciences (95)
Fortis Healthcare (166)
Gufic Bio (Avg 90)
Granules INdia (144)
Jagsonpal Pharma (Avg 85)
Marksans Pharma (Avg 90)
Nectar Lifesciences (55)
Syncom Healthcare (16)
Consumer
Arrow Textiles (89)
Future Retail (162)
FCEL (23)
Maxwell Industries (57)
V2 Retail (60)
Tara Jewels (60)
Indiabulls wholesale (15)
KRBL Ltd (215)
Tata Global beverage (142)
Kwality (113)
Indian Hotels (105)
India cements (84)
HSIL (270)
Talwalker (240)
Cox & Kings (215)
Auto ancillary
Gabriel India (92)
Greaves Cotton (124)
Jamna Auto (145)
Skipper Ltd (160)
Talbros Auto (104)
Infra
Axiscades (250)
Jindal steel (60)
Jyoti structure (16)
Logistics
Snowman Logistics (90)
TCI (240)
Realty
Ashiana (150)
DLF (98)
Anantraj (36)
Im looking into these stocks from reading a lot into Valuepickr. But dont have so much money to deploy. Can you suggest the best 3-5 companies to invest from the below keeping in mind the current market situation (to buy after selling a few from above).
Atul Auto
Amrutanjan Health
SSWL
Mayur Uniq
JB Chem
KSCL
Plastiblends
Tube Investment of India
Harita Seat
Somany ceramics
Reliance Infra
Ipca Lab
Need serious help… much appreciated and would like to thank this forum for their great work!