Long term Portfolio


Would like to get some suggestions for my present portfolio.

I would like to consolidate ,present one to 7.

HDFC bank 10%
Unichem 10%
Arvind 10%
Sundaram 10%
everest Industries 15%
Oriental carbon 10%
Gruh 5%
HIL 5%
Havells 5%
Canfin 5%

Everest & HIL decided to sell after 2 more quarters.Please suggest which all i could sell now.

If I were you I would take out oriental carbon, arvind, and convert it into gruh since gruh allocation is lower at 5%. Even havells could be an interesting bet and you could consider increasing its allocation.

Thanks Hitesh for your valuable input.Havells & HDFC bank at the same price and it will be interesting to see, where do they stand in an year time.