My Portfolio - Ram

my pf contains following scripts accumulated over period of time

1). sun pharma( 50%)

2). lupin



5). hdfc bank

6.axis bank

7.icici bank

8.yes bank

9). L&T

10). reliance.

11.sesa sterlite

12). idea

I am just thinking to rejig it. I welcome suggestions from active members

What is your idea about stock selection and what is your return expectations ?

This portfolio looks very basic. The above stocks not made for investment. They normally use for trading.

Do some more research in this forum and restructure the portfolio.