Ayush, Tony, Subash, Hitesh paaji, Donald/Bala sir and Hemant bhaiya are league apart.
But felt nice just to be in the list
Its good you have Kaveri and Repco. Downside is limited. Still only 2 stocks are risky. If your risk bearing potential is high then its ok.
Please go through Kaveri/Repco thread in detail since you have only them.
And from the beginning you have 20-30 % cash which is good. You never know when markets presents an opportunity to invest
You can have 10 % cash. 30 % is huge.
Since you have booked loss in some stocks earlier, i assume its easy for you to book loss in future if anything happens.
Booking loss first time is very difficult . I still haven’t booked my loss in Roto pumps even though i knew it would fall further when it closed below 109 rs.
Go through Capital Allocation thread. Read a lot about investing.
Ricoh India don’t have much idea. Hardware companies are bleeding. Just on the face of it Q4 results seems a turnaround. Not sure about its sustainability.
Have a look at Lupin. Technically its strong from last 10 yrs :-). Rakesh Jhunjhunwala also has some stake.
Lupin’s management are eyeing 3 fold increase in revenues in 6 yrs. I am expecting 30-50 % appreciation from currrent price in 1year.
Hemant bhaiya just made an entry into lupin.
I am planning to have it. Hence views are biased.
Will update my portfolio shortly. Even i am planning to have only few stocks. But advise you not to follow me blindly .